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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 | $29,727 | $81,358-63.5% | $155,556-80.9% | $80,959-63.3% |
| Participation rate | 78.6% | 66.3%+12.3pp | 78.2%+0.3pp | 67.7%+10.9pp |
| Annual return | 11.34% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $525 | $3,106-83.1% | $4,675-88.8% | $2,757-81.0% |
| Participant deferral / active EE | $801 | $3,455-76.8% | $5,631-85.8% | $4,300-81.4% |
| Admin fee / account holder | $1,580 | $7,994-80.2% | $15,885-90.1% | $6,925-77.2% |