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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 | $21,178 | $52,580-59.7% | $71,671-70.5% | $70,126-69.8% |
| Participation rate | 82.5% | 60.9%+21.6pp | 68.7%+13.7pp | 69.5%+12.9pp |
| Annual return | 12.56% | 20.25%-7.7pp | 20.65%-8.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $4,808 | $1,616+197.5% | $2,460+95.4% | $2,343+105.2% |
| Participant deferral / active EE | $559 | $2,386-76.6% | $3,438-83.7% | $3,332-83.2% |
| Admin fee / account holder | $640 | $3,653-82.5% | $5,558-88.5% | $4,645-86.2% |