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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 | $75,289 | $81,331-7.4% | $155,534-51.6% | $80,935-7.0% |
| Participation rate | 74.1% | 66.3%+7.8pp | 78.2%-4.1pp | 67.7%+6.4pp |
| Annual return | 20.70% | 33.37%-12.7pp | 64.92%-44.2pp | 35.66%-15.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,433 | $3,454-0.6% | $5,630-39.0% | $4,299-20.1% |
| Admin fee / account holder | $6,067 | $7,999-24.2% | $15,900-61.8% | $6,924-12.4% |