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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 | $45,500 | $110,137-58.7% | $161,149-71.8% | $82,637-44.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 78.8%-2.8pp | 68.1%+7.9pp |
| Annual return | 14.20% | 20.69%-6.5pp | 21.16%-7.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,556 | $4,575-44.1% | $6,153-58.5% | $4,126-38.0% |
| Admin fee / account holder | $2,560 | $9,467-73.0% | $15,194-83.2% | $7,339-65.1% |