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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 | $37,647 | $87,180-56.8% | $173,703-78.3% | $94,015-60.0% |
| Participation rate | 71.8% | 65.6%+6.2pp | 75.9%-4.1pp | 70.8%+1.0pp |
| Annual return | 14.67% | 14.17%+0.5pp | 17.46%-2.8pp | 17.84%-3.2pp |
| Employer contribution / active EE | $555 | $2,494-77.7% | $4,288-87.0% | $2,790-80.1% |
| Participant deferral / active EE | $775 | $3,343-76.8% | $4,854-84.0% | $4,249-81.8% |
| Admin fee / account holder | $911 | $7,506-87.9% | $15,562-94.1% | $8,951-89.8% |