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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 | $89,758 | $94,529-5.0% | $140,019-35.9% | $64,173+39.9% |
| Participation rate | 72.4% | 84.1%-11.7pp | 87.5%-15.1pp | 69.6%+2.8pp |
| Annual return | 4.08% | 7.77%-3.7pp | 651.17%-647.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $4,772 | $3,812+25.2% | $5,605-14.9% | $2,381+100.5% |
| Participant deferral / active EE | $2,133 | $5,250-59.4% | $6,927-69.2% | $3,470-38.5% |
| Admin fee / account holder | $3,071 | $6,741-54.4% | $10,705-71.3% | $4,887-37.2% |