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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 | $122,379 | $97,020+26.1% | $83,327+46.9% | $135,380-9.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.45% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,684 | $5,964-4.7% | $5,565+2.1% | $5,609+1.3% |
| Admin fee / account holder | $7,237 | $8,426-14.1% | $7,540-4.0% | $10,828-33.2% |