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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 | $44,091 | $72,492-39.2% | $87,104-49.4% | $72,975-39.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $665 | $1,894-64.9% | $2,521-73.6% | $2,440-72.7% |
| Participant deferral / active EE | $861 | $3,270-73.7% | $4,048-78.7% | $3,608-76.1% |
| Admin fee / account holder | $1,142 | $5,055-77.4% | $7,491-84.8% | $5,124-77.7% |