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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 | $70,168 | $60,349+16.3% | $74,184-5.4% | $62,881+11.6% |
| Participation rate | 84.3% | 72.7%+11.6pp | 76.6%+7.7pp | 69.3%+15.0pp |
| Annual return | 7.20% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,034 | $2,856+6.2% | $3,550-14.5% | $3,203-5.3% |
| Admin fee / account holder | $3,545 | $4,261-16.8% | $5,586-36.5% | $4,296-17.5% |