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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 | $26,347 | $123,155-78.6% | $108,753-75.8% | $155,188-83.0% |
| Participation rate | 90.5% | 75.6%+14.8pp | 71.1%+19.4pp | 80.8%+9.7pp |
| Annual return | 12.16% | 44.73%-32.6pp | 37.47%-25.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $937 | $2,811-66.7% | $2,427-61.4% | $4,248-77.9% |
| Participant deferral / active EE | $1,011 | $4,623-78.1% | $4,115-75.4% | $6,531-84.5% |
| Admin fee / account holder | $1,968 | $12,126-83.8% | $10,320-80.9% | $14,480-86.4% |