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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 | $143,969-27.1% | $199,883-47.5% | $82,637+26.9% |
| Participation rate | 81.5% | 84.1%-2.7pp | 86.8%-5.3pp | 68.1%+13.4pp |
| Annual return | 18.21% | 25.67%-7.5pp | 43.81%-25.6pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,964 | $6,937+101.3% | $9,138+52.8% | $4,126+238.4% |
| Admin fee / account holder | $4,378 | $14,597-70.0% | $17,268-74.6% | $7,339-40.3% |