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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 | $51,015 | $88,042-42.1% | $138,135-63.1% | $79,858-36.1% |
| Participation rate | 71.1% | 71.4%-0.4pp | 78.7%-7.7pp | 69.6%+1.4pp |
| Annual return | 23.47% | 20.58%+2.9pp | 20.51%+3.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,614 | $4,704+104.4% | $6,431+49.5% | $3,740+157.0% |
| Admin fee / account holder | $1,954 | $7,791-74.9% | $11,856-83.5% | $5,306-63.2% |