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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 | $31,603 | $107,666-70.6% | $102,184-69.1% | $154,746-79.6% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 17.30% | 29.33%-12.0pp | 31.58%-14.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,834 | $3,846-52.3% | $3,594-49.0% | $4,379-58.1% |
| Participant deferral / active EE | $2,663 | $8,719-69.5% | $8,309-68.0% | $6,730-60.4% |
| Admin fee / account holder | $621 | $12,943-95.2% | $11,609-94.7% | $14,365-95.7% |