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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 | $19,288 | $76,407-74.8% | $150,298-87.2% | $82,448-76.6% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.3pp | 68.1%+16.0pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,304 | $2,614-11.9% | $4,154-44.5% | $2,551-9.7% |
| Participant deferral / active EE | $355 | $3,214-89.0% | $5,453-93.5% | $4,139-91.4% |
| Admin fee / account holder | $2,096 | $6,352-67.0% | $14,116-85.2% | $7,234-71.0% |