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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 | $39,543 | $45,041-12.2% | $63,003-37.2% | $70,131-43.6% |
| Participation rate | 72.5% | 69.5%+3.0pp | 74.8%-2.3pp | 69.5%+3.0pp |
| Annual return | 12.64% | 18.76%-6.1pp | 87.59%-74.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $425 | $2,052-79.3% | $2,760-84.6% | $2,342-81.9% |
| Participant deferral / active EE | $349 | $2,465-85.9% | $3,329-89.5% | $3,332-89.5% |
| Admin fee / account holder | $1,742 | $2,836-38.6% | $3,600-51.6% | $4,645-62.5% |