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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 | $17,860 | $81,331-78.0% | $155,534-88.5% | $80,935-77.9% |
| Participation rate | 71.9% | 66.3%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 14.53% | 33.37%-18.8pp | 64.92%-50.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $690 | $3,105-77.8% | $4,675-85.2% | $2,757-75.0% |
| Participant deferral / active EE | $900 | $3,454-73.9% | $5,630-84.0% | $4,299-79.1% |
| Admin fee / account holder | $458 | $7,999-94.3% | $15,900-97.1% | $6,924-93.4% |