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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 | $143,969-66.3% | $199,883-75.7% | $82,637-41.3% |
| Participation rate | 72.9% | 84.1%-11.3pp | 86.8%-13.9pp | 68.1%+4.8pp |
| Annual return | 16.36% | 25.67%-9.3pp | 43.81%-27.4pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,953 | $6,937+14.6% | $9,138-13.0% | $4,126+92.7% |
| Admin fee / account holder | $5,189 | $14,597-64.5% | $17,268-69.9% | $7,339-29.3% |