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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 | $40,136 | $125,797-68.1% | $170,043-76.4% | $75,173-46.6% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.0%-8.4pp | 67.2%+11.4pp |
| Annual return | 18.38% | 27.20%-8.8pp | 53.40%-35.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,172 | $6,838-9.7% | $10,410-40.7% | $4,126+49.6% |
| Admin fee / account holder | $513 | $8,177-93.7% | $12,824-96.0% | $5,651-90.9% |