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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 | $61,883 | $112,729-45.1% | $98,716-37.3% | $137,256-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.73% | 38.48%-11.8pp | 31.81%-5.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,044 | $2,725-25.0% | $2,279-10.3% | $4,156-50.8% |
| Participant deferral / active EE | $979 | $4,640-78.9% | $4,048-75.8% | $6,407-84.7% |
| Admin fee / account holder | $5,857 | $10,129-42.2% | $8,703-32.7% | $12,270-52.3% |