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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 | $105,078 | $72,486+45.0% | $87,103+20.6% | $72,976+44.0% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 21.20% | 24.46%-3.3pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $2,500 | $1,894+32.0% | $2,521-0.9% | $2,440+2.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,804 | $5,055-64.3% | $7,491-75.9% | $5,124-64.8% |