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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 | $49,567 | $54,541-9.1% | $78,778-37.1% | $70,131-29.3% |
| Participation rate | 72.0% | 60.8%+11.2pp | 69.2%+2.8pp | 69.5%+2.5pp |
| Annual return | 16.52% | 21.07%-4.6pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $324 | $1,089-70.2% | $1,986-83.7% | $2,342-86.2% |
| Participant deferral / active EE | $878 | $2,210-60.3% | $2,958-70.3% | $3,332-73.6% |
| Admin fee / account holder | $7,500 | $3,709+102.2% | $5,134+46.1% | $4,645+61.4% |