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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 | $57,154 | $181,896-68.6% | $156,551-63.5% | $273,972-79.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 4.65% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,967 | $5,550-64.6% | $4,871-59.6% | $5,287-62.8% |
| Admin fee / account holder | $2,411 | $15,560-84.5% | $13,028-81.5% | $10,133-76.2% |