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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 | $35,802 | $95,453-62.5% | $112,040-68.0% | $82,448-56.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.62% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,757 | $2,318-24.2% | $2,954-40.5% | $2,551-31.1% |
| Participant deferral / active EE | $560 | $4,224-86.7% | $5,098-89.0% | $4,139-86.5% |
| Admin fee / account holder | $551 | $9,013-93.9% | $12,098-95.4% | $7,234-92.4% |