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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 | $27,517 | $93,598-70.6% | $135,974-79.8% | $75,173-63.4% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 16.37% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $928 | $3,538-73.8% | $4,859-80.9% | $2,671-65.3% |
| Participant deferral / active EE | $2,266 | $6,405-64.6% | $7,760-70.8% | $4,126-45.1% |
| Admin fee / account holder | $844 | $6,978-87.9% | $10,767-92.2% | $5,651-85.1% |