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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 | $87,735 | $60,349+45.4% | $74,184+18.3% | $62,881+39.5% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 5.81% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $683 | $1,680-59.4% | $2,370-71.2% | $2,281-70.1% |
| Participant deferral / active EE | $1,206 | $2,856-57.8% | $3,550-66.0% | $3,203-62.3% |
| Admin fee / account holder | $961 | $4,261-77.4% | $5,586-82.8% | $4,296-77.6% |