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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 | $23,937 | $78,520-69.5% | $96,576-75.2% | $82,448-71.0% |
| Participation rate | 79.0% | 77.7%+1.3pp | 81.4%-2.4pp | 68.1%+11.0pp |
| Annual return | 15.61% | 41.30%-25.7pp | 38.47%-22.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,307 | $2,630-50.3% | $3,553-63.2% | $2,551-48.8% |
| Participant deferral / active EE | $2,538 | $6,754-62.4% | $7,956-68.1% | $4,139-38.7% |
| Admin fee / account holder | $3,127 | $13,455-76.8% | $11,381-72.5% | $7,234-56.8% |