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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 | $40,725 | $69,444-41.4% | $92,985-56.2% | $87,485-53.4% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.2pp | 68.9%+22.7pp |
| Annual return | 13.87% | 23.85%-10.0pp | 27.99%-14.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,397 | $1,917+25.1% | $2,662-9.9% | $2,596-7.7% |
| Participant deferral / active EE | $721 | $3,364-78.6% | $4,377-83.5% | $4,274-83.1% |
| Admin fee / account holder | $4,429 | $6,137-27.8% | $9,463-53.2% | $7,775-43.0% |