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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 | $56,265 | $88,707-36.6% | $74,184-24.2% | $273,972-79.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,500 | $3,159-20.9% | $2,370+5.5% | $4,869-48.7% |
| Participant deferral / active EE | $1,030 | $4,212-75.6% | $3,550-71.0% | $5,287-80.5% |
| Admin fee / account holder | $759 | $8,717-91.3% | $5,586-86.4% | $10,133-92.5% |