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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 | $32,961 | $77,472-57.5% | $100,415-67.2% | $80,959-59.3% |
| Participation rate | 73.7% | 76.9%-3.3pp | 81.5%-7.8pp | 67.7%+6.0pp |
| Annual return | 23.09% | 37.26%-14.2pp | 49.47%-26.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,672 | $6,818+12.5% | $8,091-5.2% | $4,300+78.4% |
| Admin fee / account holder | $1,953 | $5,885-66.8% | $7,906-75.3% | $6,925-71.8% |