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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 | $37,914 | $77,472-51.1% | $100,415-62.2% | $80,959-53.2% |
| Participation rate | 76.4% | 76.9%-0.6pp | 81.5%-5.2pp | 67.7%+8.7pp |
| Annual return | 15.13% | 37.26%-22.1pp | 49.47%-34.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,468 | $6,818+53.5% | $8,091+29.4% | $4,300+143.4% |
| Admin fee / account holder | $3,415 | $5,885-42.0% | $7,906-56.8% | $6,925-50.7% |