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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 | $75,606 | $115,903-34.8% | $100,528-24.8% | $158,966-52.4% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 22.70% | 34.80%-12.1pp | 30.90%-8.2pp | 302.95%-280.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,944 | $6,677-55.9% | $6,271-53.1% | $5,983-50.8% |
| Admin fee / account holder | $4,873 | $11,000-55.7% | $8,084-39.7% | $11,250-56.7% |