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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 | $24,015 | $46,599-48.5% | $64,101-62.5% | $75,173-68.1% |
| Participation rate | 72.7% | 65.9%+6.8pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 20.88% | 26.06%-5.2pp | 33.72%-12.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $514 | $1,975-74.0% | $2,749-81.3% | $2,671-80.8% |
| Participant deferral / active EE | $514 | $2,837-81.9% | $3,881-86.8% | $4,126-87.6% |
| Admin fee / account holder | $1,294 | $2,956-56.2% | $3,070-57.8% | $5,651-77.1% |