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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 | $26,052 | $58,493-55.5% | $84,023-69.0% | $72,976-64.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.96% | 28.93%-10.0pp | 71.32%-52.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $2,103 | $1,163+80.8% | $1,984+6.0% | $2,440-13.8% |
| Participant deferral / active EE | $995 | $2,394-58.4% | $3,239-69.3% | $3,608-72.4% |
| Admin fee / account holder | $900 | $4,569-80.3% | $6,102-85.3% | $5,124-82.4% |