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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 | $48,530 | $146,267-66.8% | $197,124-75.4% | $82,448-41.1% |
| Participation rate | 72.9% | 84.0%-11.1pp | 86.7%-13.8pp | 68.1%+4.8pp |
| Annual return | 16.36% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,953 | $7,035+13.1% | $9,135-12.9% | $4,139+92.1% |
| Admin fee / account holder | $5,189 | $14,422-64.0% | $16,298-68.2% | $7,234-28.3% |