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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 | $88,772 | $106,864-16.9% | $147,318-39.7% | $82,637+7.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 30.17% | 27.49%+2.7pp | 70.43%-40.3pp | 53.51%-23.3pp |
| Employer contribution / active EE | $937 | $3,417-72.6% | $4,593-79.6% | $2,552-63.3% |
| Participant deferral / active EE | $2,015 | $6,496-69.0% | $7,906-74.5% | $4,126-51.2% |
| Admin fee / account holder | $2,579 | $8,415-69.4% | $13,708-81.2% | $7,339-64.9% |