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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 | $42,170 | $67,602-37.6% | $82,312-48.8% | $70,126-39.9% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 14.74% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,623 | $2,987+54.8% | $3,706+24.7% | $3,332+38.8% |
| Admin fee / account holder | $1,391 | $4,512-69.2% | $5,608-75.2% | $4,645-70.1% |