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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 | $33,737 | $135,905-75.2% | $126,068-73.2% | $198,609-83.0% |
| Participation rate | 80.0% | 85.6%-5.6pp | 84.7%-4.7pp | 82.4%-2.4pp |
| Annual return | 18.22% | 14.07%+4.2pp | 15.01%+3.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,260 | $4,245-46.8% | $3,968-43.0% | $5,055-55.3% |
| Participant deferral / active EE | $2,858 | $8,523-66.5% | $8,214-65.2% | $6,977-59.0% |
| Admin fee / account holder | $520 | $21,036-97.5% | $18,264-97.2% | $19,030-97.3% |