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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 | $28,214 | $86,050-67.2% | $189,758-85.1% | $94,015-70.0% |
| Participation rate | 83.3% | 68.9%+14.4pp | 79.8%+3.5pp | 70.8%+12.5pp |
| Annual return | 10.94% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,989 | $2,819-29.4% | $4,767-58.3% | $2,790-28.7% |
| Participant deferral / active EE | $590 | $3,349-82.4% | $5,856-89.9% | $4,249-86.1% |
| Admin fee / account holder | $2,190 | $6,627-66.9% | $20,388-89.3% | $8,951-75.5% |