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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 | $39,778 | $100,970-60.6% | $96,576-58.8% | $137,256-71.0% |
| Participation rate | 73.9% | 82.6%-8.7pp | 81.4%-7.5pp | 80.0%-6.0pp |
| Annual return | 18.17% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,787 | $8,286-6.0% | $7,956-2.1% | $6,407+21.5% |
| Admin fee / account holder | $1,121 | $11,312-90.1% | $11,381-90.1% | $12,270-90.9% |