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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 | $55,841 | $62,589-10.8% | $76,768-27.3% | $64,173-13.0% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -0.33% | -1.95%+1.6pp | 2.43%-2.8pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,948 | $3,145+25.6% | $3,852+2.5% | $3,470+13.8% |
| Admin fee / account holder | $2,293 | $4,667-50.9% | $6,675-65.6% | $4,887-53.1% |