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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 | $19,786 | $57,352-65.5% | $83,831-76.4% | $64,173-69.2% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.1pp | 69.6%+25.7pp |
| Annual return | 8.08% | 11.38%-3.3pp | 850.99%-842.9pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,610 | $2,546-36.7% | $3,631-55.6% | $2,381-32.4% |
| Participant deferral / active EE | $980 | $2,993-67.3% | $4,082-76.0% | $3,470-71.8% |
| Admin fee / account holder | $1,068 | $4,046-73.6% | $5,479-80.5% | $4,887-78.2% |