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Participant 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 | $34,649 | $81,504-57.5% | $102,437-66.2% | $80,959-57.2% |
| Participation rate | 79.7% | 66.9%+12.8pp | 74.5%+5.2pp | 67.7%+12.0pp |
| Annual return | 11.64% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $4,921 | $3,104+58.5% | $3,871+27.1% | $2,757+78.5% |
| Participant deferral / active EE | $782 | $3,871-79.8% | $5,060-84.5% | $4,300-81.8% |
| Admin fee / account holder | $3,639 | $6,719-45.8% | $8,388-56.6% | $6,925-47.5% |