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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 | $95,223 | $95,404-0.2% | $113,397-16.0% | $82,637+15.2% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 15.20% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,340 | $2,307-41.9% | $2,977-55.0% | $2,552-47.5% |
| Participant deferral / active EE | $1,465 | $4,220-65.3% | $5,076-71.1% | $4,126-64.5% |
| Admin fee / account holder | $6,881 | $9,168-24.9% | $11,957-42.5% | $7,339-6.2% |