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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 | $82,056 | $106,524-23.0% | $152,301-46.1% | $87,485-6.2% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.4%+6.6pp | 68.9%+20.1pp |
| Annual return | 14.94% | 26.89%-11.9pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $729 | $3,371-78.4% | $4,624-84.2% | $2,596-71.9% |
| Participant deferral / active EE | $2,302 | $6,525-64.7% | $8,004-71.2% | $4,274-46.1% |
| Admin fee / account holder | $801 | $8,287-90.3% | $14,398-94.4% | $7,775-89.7% |