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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 | $56,657 | $106,524-46.8% | $152,301-62.8% | $87,485-35.2% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.4%-5.2pp | 68.9%+8.3pp |
| Annual return | 17.10% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,975 | $6,525+6.9% | $8,004-12.8% | $4,274+63.2% |
| Admin fee / account holder | $9,518 | $8,287+14.9% | $14,398-33.9% | $7,775+22.4% |