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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 | $106,749-16.8% | $145,433-39.0% | $82,448+7.7% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 30.17% | 27.59%+2.6pp | 66.58%-36.4pp | 41.64%-11.5pp |
| Employer contribution / active EE | $937 | $3,444-72.8% | $4,554-79.4% | $2,551-63.3% |
| Participant deferral / active EE | $2,015 | $6,519-69.1% | $7,897-74.5% | $4,139-51.3% |
| Admin fee / account holder | $2,579 | $8,390-69.3% | $13,129-80.4% | $7,234-64.4% |