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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 | $47,006 | $106,749-56.0% | $145,433-67.7% | $82,448-43.0% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.1%+7.0pp | 68.1%+21.1pp |
| Annual return | 15.60% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,909 | $6,519-55.4% | $7,897-63.2% | $4,139-29.7% |
| Admin fee / account holder | $3,968 | $8,390-52.7% | $13,129-69.8% | $7,234-45.2% |