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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 | $72,471-43.8% | $94,215-56.8% | $86,983-53.2% |
| Participation rate | 91.7% | 63.9%+27.8pp | 70.0%+21.7pp | 69.5%+22.1pp |
| Annual return | 13.87% | 26.44%-12.6pp | 28.22%-14.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,397 | $1,936+23.8% | $2,675-10.4% | $2,584-7.2% |
| Participant deferral / active EE | $721 | $3,397-78.8% | $4,276-83.1% | $4,194-82.8% |
| Admin fee / account holder | $4,429 | $6,468-31.5% | $10,216-56.6% | $7,856-43.6% |