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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 | $77,492-57.5% | $100,398-67.2% | $80,911-59.3% |
| Participation rate | 73.7% | 76.9%-3.3pp | 81.5%-7.8pp | 67.6%+6.0pp |
| Annual return | 23.09% | 37.23%-14.1pp | 49.32%-26.2pp | 35.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,672 | $6,817+12.5% | $8,084-5.1% | $4,297+78.5% |
| Admin fee / account holder | $1,953 | $5,892-66.9% | $7,893-75.3% | $6,935-71.8% |