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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 | $52,304 | $160,933-67.5% | $152,301-65.7% | - |
| Participation rate | 100.0% | 72.3%+27.7pp | 82.4%+17.6pp | - |
| Annual return | 21.06% | 10.80%+10.3pp | 80.50%-59.4pp | - |
| Employer contribution / active EE | $2,819 | $3,533-20.2% | $4,624-39.0% | - |
| Participant deferral / active EE | $4,042 | $6,117-33.9% | $8,004-49.5% | - |
| Admin fee / account holder | $1,756 | $9,732-82.0% | $14,398-87.8% | - |