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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 | $51,881 | $182,442-71.6% | $163,379-68.2% | $138,895-62.6% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 19.70% | 72.74%-53.0pp | 63.41%-43.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,558 | $6,817+40.2% | $6,282+52.2% | $6,396+49.4% |
| Admin fee / account holder | $4,361 | $10,396-58.1% | $9,818-55.6% | $12,562-65.3% |