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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 | $104,906 | $146,267-28.3% | $197,124-46.8% | $82,448+27.2% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 18.21% | 29.61%-11.4pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,964 | $7,035+98.5% | $9,135+52.9% | $4,139+237.4% |
| Admin fee / account holder | $4,378 | $14,422-69.6% | $16,298-73.1% | $7,234-39.5% |