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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 | $80,402 | $58,493+37.5% | $84,023-4.3% | $72,976+10.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.88% | 28.93%-8.1pp | 71.32%-50.4pp | 81.02%-60.1pp |
| Employer contribution / active EE | $776 | $1,163-33.2% | $1,984-60.9% | $2,440-68.2% |
| Participant deferral / active EE | $527 | $2,394-78.0% | $3,239-83.7% | $3,608-85.4% |
| Admin fee / account holder | $3,362 | $4,569-26.4% | $6,102-44.9% | $5,124-34.4% |