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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 | $53,654 | $93,598-42.7% | $135,974-60.5% | $75,173-28.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 16.53% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $4,350 | $3,538+23.0% | $4,859-10.5% | $2,671+62.9% |
| Participant deferral / active EE | $2,362 | $6,405-63.1% | $7,760-69.6% | $4,126-42.8% |
| Admin fee / account holder | $2,535 | $6,978-63.7% | $10,767-76.5% | $5,651-55.1% |