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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 | $66,050 | $76,407-13.6% | $150,298-56.1% | $82,448-19.9% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 15.48% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,893 | $3,214+114.5% | $5,453+26.4% | $4,139+66.5% |
| Admin fee / account holder | $11,511 | $6,352+81.2% | $14,116-18.5% | $7,234+59.1% |