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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 | $106,524-48.6% | $152,301-64.0% | $87,485-37.4% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.4%-9.1pp | 68.9%+4.4pp |
| Annual return | 14.92% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,071 | $3,371-68.2% | $4,624-76.8% | $2,596-58.7% |
| Participant deferral / active EE | $2,361 | $6,525-63.8% | $8,004-70.5% | $4,274-44.8% |
| Admin fee / account holder | $3,070 | $8,287-62.9% | $14,398-78.7% | $7,775-60.5% |