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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 | $105,968 | $136,860-22.6% | $120,344-11.9% | $154,746-31.5% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.7%-3.4pp | 80.7%-7.4pp |
| Annual return | 13.89% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,113 | $5,793-29.0% | $5,135-19.9% | $6,730-38.9% |
| Admin fee / account holder | $5,083 | $15,393-67.0% | $12,742-60.1% | $14,365-64.6% |