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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,553 | $142,972-61.1% | $214,702-74.1% | $86,983-36.1% |
| Participation rate | 77.8% | 84.9%-7.1pp | 87.5%-9.7pp | 69.5%+8.2pp |
| Annual return | 15.91% | 18.49%-2.6pp | 54.55%-38.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,036 | $6,568-38.5% | $9,147-55.9% | $4,194-3.8% |
| Admin fee / account holder | $955 | $17,617-94.6% | $19,830-95.2% | $7,856-87.8% |