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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 | $58,627-30.5% | $76,735-46.9% | $82,448-50.6% |
| Participation rate | 91.7% | 63.2%+28.4pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 13.87% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,397 | $1,729+38.6% | $2,454-2.3% | $2,551-6.0% |
| Participant deferral / active EE | $721 | $3,134-77.0% | $4,088-82.4% | $4,139-82.6% |
| Admin fee / account holder | $4,429 | $5,323-16.8% | $7,189-38.4% | $7,234-38.8% |