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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 | $49,354 | $87,106-43.3% | $105,607-53.3% | $80,935-39.0% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.7%+5.7pp |
| Annual return | 12.75% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,994 | $3,986-50.0% | $5,011-60.2% | $4,299-53.6% |
| Admin fee / account holder | $1,979 | $8,447-76.6% | $10,958-81.9% | $6,924-71.4% |