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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 | $64,520 | $99,345-35.1% | $84,753-23.9% | $273,972-76.5% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,577 | $4,270-39.6% | $3,712-30.6% | $5,287-51.3% |
| Admin fee / account holder | $320 | $6,645-95.2% | $5,333-94.0% | $10,133-96.8% |