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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 | $106,749-23.1% | $145,433-43.6% | $82,448-0.5% |
| Participation rate | 89.1% | 75.6%+13.4pp | 82.1%+6.9pp | 68.1%+21.0pp |
| Annual return | 14.94% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $729 | $3,444-78.8% | $4,554-84.0% | $2,551-71.4% |
| Participant deferral / active EE | $2,302 | $6,519-64.7% | $7,897-70.9% | $4,139-44.4% |
| Admin fee / account holder | $801 | $8,390-90.4% | $13,129-93.9% | $7,234-88.9% |