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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 | $51,934 | $84,236-38.3% | $170,435-69.5% | $70,126-25.9% |
| Participation rate | 77.1% | 70.8%+6.3pp | 83.6%-6.5pp | 69.5%+7.6pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,909 | $3,387-14.1% | $5,432-46.5% | $2,343+24.2% |
| Participant deferral / active EE | $799 | $3,086-74.1% | $4,939-83.8% | $3,332-76.0% |
| Admin fee / account holder | $1,372 | $5,698-75.9% | $13,881-90.1% | $4,645-70.5% |