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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 | $140,573 | $88,707+58.5% | $74,184+89.5% | $273,972-48.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.76% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,201 | $4,212+165.9% | $3,550+215.5% | $5,287+111.8% |
| Admin fee / account holder | $704 | $8,717-91.9% | $5,586-87.4% | $10,133-93.1% |