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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 | $84,933 | $176,786-52.0% | $146,643-42.1% | $167,536-49.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.21% | 24.04%-4.8pp | 22.75%-3.5pp | 478.82%-459.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,240 | $6,440-65.2% | $5,506-59.3% | $6,342-64.7% |
| Admin fee / account holder | $456 | $13,262-96.6% | $10,280-95.6% | $12,315-96.3% |