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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 | $73,123 | $114,712-36.3% | $173,730-57.9% | $87,485-16.4% |
| Participation rate | 80.0% | 73.0%+7.0pp | 79.6%+0.4pp | 68.9%+11.1pp |
| Annual return | 15.32% | 20.18%-4.9pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,977 | $4,642+93.4% | $6,326+41.9% | $4,274+110.1% |
| Admin fee / account holder | $2,848 | $10,210-72.1% | $17,523-83.7% | $7,775-63.4% |