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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 | $51,784 | $171,272-69.8% | $127,803-59.5% | $152,909-66.1% |
| Participation rate | 85.7% | 83.5%+2.2pp | 79.0%+6.7pp | 82.5%+3.3pp |
| Annual return | 19.26% | 23.54%-4.3pp | 26.14%-6.9pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,675 | $5,451-69.3% | $4,576-63.4% | $4,764-64.8% |
| Participant deferral / active EE | $2,134 | $7,043-69.7% | $6,023-64.6% | $5,851-63.5% |
| Admin fee / account holder | $349 | $14,540-97.6% | $9,399-96.3% | $11,601-97.0% |