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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 | $37,094 | $106,749-65.3% | $145,433-74.5% | $82,448-55.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 28.64% | 27.59%+1.1pp | 66.58%-37.9pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,651 | $6,519+2.0% | $7,897-15.8% | $4,139+60.7% |
| Admin fee / account holder | $3,861 | $8,390-54.0% | $13,129-70.6% | $7,234-46.6% |