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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 | $146,267-62.0% | $197,124-71.8% | $82,448-32.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 86.7%-8.9pp | 68.1%+9.7pp |
| Annual return | 15.91% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,036 | $7,035-42.6% | $9,135-55.8% | $4,139-2.5% |
| Admin fee / account holder | $955 | $14,422-93.4% | $16,298-94.1% | $7,234-86.8% |