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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 | $53,082 | $67,602-21.5% | $82,312-35.5% | $70,126-24.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,971 | $2,987+99.9% | $3,706+61.1% | $3,332+79.2% |
| Admin fee / account holder | $1,525 | $4,512-66.2% | $5,608-72.8% | $4,645-67.2% |