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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 | $57,588 | $109,359-47.3% | $162,185-64.5% | $72,976-21.1% |
| Participation rate | 84.0% | 84.3%-0.3pp | 87.6%-3.6pp | 69.5%+14.5pp |
| Annual return | 22.91% | 25.46%-2.6pp | 115.61%-92.7pp | 81.02%-58.1pp |
| Employer contribution / active EE | $4,221 | $3,907+8.0% | $5,613-24.8% | $2,440+73.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,243 | $7,972-84.4% | $10,844-88.5% | $5,124-75.7% |