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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 | $27,318 | $81,446-66.5% | $103,374-73.6% | $80,874-66.2% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 14.71% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,526 | $3,107+77.8% | $3,869+42.8% | $2,756+100.5% |
| Participant deferral / active EE | $392 | $3,870-89.9% | $5,058-92.2% | $4,297-90.9% |
| Admin fee / account holder | $1,620 | $6,715-75.9% | $8,394-80.7% | $6,935-76.6% |