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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 | $29,395 | $106,749-72.5% | $145,433-79.8% | $82,448-64.3% |
| Participation rate | 78.8% | 75.6%+3.2pp | 82.1%-3.3pp | 68.1%+10.8pp |
| Annual return | 15.79% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,279 | $3,444-62.9% | $4,554-71.9% | $2,551-49.8% |
| Participant deferral / active EE | $2,220 | $6,519-65.9% | $7,897-71.9% | $4,139-46.4% |
| Admin fee / account holder | $4,114 | $8,390-51.0% | $13,129-68.7% | $7,234-43.1% |