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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 | $36,411 | $84,953-57.1% | $163,379-77.7% | $82,637-55.9% |
| Participation rate | 85.2% | 65.9%+19.2pp | 76.8%+8.4pp | 68.1%+17.1pp |
| Annual return | 15.73% | 23.07%-7.3pp | 63.41%-47.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,682 | $2,183-23.0% | $3,752-55.2% | $2,552-34.1% |
| Participant deferral / active EE | $674 | $4,326-84.4% | $6,282-89.3% | $4,126-83.7% |
| Admin fee / account holder | $318 | $7,921-96.0% | $9,818-96.8% | $7,339-95.7% |