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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 | $35,370 | $93,589-62.2% | $135,942-74.0% | $75,181-53.0% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 25.08% | 30.90%-5.8pp | 68.28%-43.2pp | 160.69%-135.6pp |
| Employer contribution / active EE | $1,024 | $3,537-71.1% | $4,858-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $2,225 | $6,405-65.3% | $7,759-71.3% | $4,126-46.1% |
| Admin fee / account holder | $1,714 | $6,977-75.4% | $10,764-84.1% | $5,650-69.7% |