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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 | $7,105 | $75,541-90.6% | $152,093-95.3% | $82,637-91.4% |
| Participation rate | 88.3% | 66.5%+21.8pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 18.31% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $508 | $2,622-80.6% | $4,175-87.8% | $2,552-80.1% |
| Participant deferral / active EE | $754 | $3,206-76.5% | $5,451-86.2% | $4,126-81.7% |
| Admin fee / account holder | $802 | $6,405-87.5% | $14,497-94.5% | $7,339-89.1% |