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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 | $83,441 | $57,073+46.2% | $85,126-2.0% | $80,925+3.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 20.13% | 21.69%-1.6pp | 66.63%-46.5pp | 35.65%-15.5pp |
| Employer contribution / active EE | $641 | $1,801-64.4% | $2,731-76.5% | $2,756-76.7% |
| Participant deferral / active EE | $531 | $3,113-82.9% | $4,523-88.3% | $4,299-87.6% |
| Admin fee / account holder | $1,359 | $4,988-72.8% | $6,160-77.9% | $6,940-80.4% |