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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 | $162,761 | $176,838-8.0% | $146,685+11.0% | $167,518-2.8% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 21.83% | 24.04%-2.2pp | 22.75%-0.9pp | 478.71%-456.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,408 | $6,441-47.1% | $5,507-38.1% | $6,342-46.3% |
| Admin fee / account holder | $1,797 | $13,262-86.4% | $10,281-82.5% | $12,312-85.4% |