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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 | $54,803 | $106,749-48.7% | $145,433-62.3% | $82,448-33.5% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 14.92% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,071 | $3,444-68.9% | $4,554-76.5% | $2,551-58.0% |
| Participant deferral / active EE | $2,361 | $6,519-63.8% | $7,897-70.1% | $4,139-43.0% |
| Admin fee / account holder | $3,070 | $8,390-63.4% | $13,129-76.6% | $7,234-57.6% |