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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 | $28,632 | $77,358-63.0% | $102,184-72.0% | $87,485-67.3% |
| Participation rate | 87.9% | 78.7%+9.2pp | 82.6%+5.3pp | 68.9%+18.9pp |
| Annual return | 18.33% | 41.11%-22.8pp | 31.58%-13.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,061 | $2,562-19.6% | $3,594-42.7% | $2,596-20.6% |
| Participant deferral / active EE | $2,529 | $6,753-62.5% | $8,309-69.6% | $4,274-40.8% |
| Admin fee / account holder | $823 | $6,809-87.9% | $11,609-92.9% | $7,775-89.4% |