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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 | $64,528 | $76,551-15.7% | $123,894-47.9% | $62,881+2.6% |
| Participation rate | 71.0% | 73.0%-2.0pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 7.33% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,581 | $2,882-10.5% | $4,617-44.1% | $2,281+13.1% |
| Participant deferral / active EE | $1,477 | $4,840-69.5% | $5,984-75.3% | $3,203-53.9% |
| Admin fee / account holder | $785 | $4,826-83.7% | $8,357-90.6% | $4,296-81.7% |