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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 | $72,762 | $72,486+0.4% | $87,103-16.5% | $72,976-0.3% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 20.29% | 24.46%-4.2pp | 28.19%-7.9pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,196 | $3,270-63.4% | $4,049-70.4% | $3,608-66.8% |
| Admin fee / account holder | $9,760 | $5,055+93.1% | $7,491+30.3% | $5,124+90.5% |