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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 | $114,712-60.3% | $173,730-73.8% | $87,485-48.0% |
| Participation rate | 76.0% | 73.0%+3.0pp | 79.6%-3.6pp | 68.9%+7.1pp |
| Annual return | 14.20% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,556 | $4,642-44.9% | $6,326-59.6% | $4,274-40.2% |
| Admin fee / account holder | $2,560 | $10,210-74.9% | $17,523-85.4% | $7,775-67.1% |