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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 | $47,212 | $78,520-39.9% | $96,576-51.1% | $82,448-42.7% |
| Participation rate | 72.5% | 77.7%-5.3pp | 81.4%-9.0pp | 68.1%+4.4pp |
| Annual return | 48.20% | 41.30%+6.9pp | 38.47%+9.7pp | 41.64%+6.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,442 | $6,754+69.4% | $7,956+43.8% | $4,139+176.4% |
| Admin fee / account holder | $4,994 | $13,455-62.9% | $11,381-56.1% | $7,234-31.0% |