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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 | $17,068 | $123,155-86.1% | $108,753-84.3% | $155,188-89.0% |
| Participation rate | 76.9% | 75.6%+1.3pp | 71.1%+5.8pp | 80.8%-3.9pp |
| Annual return | 12.82% | 44.73%-31.9pp | 37.47%-24.6pp | 148.84%-136.0pp |
| Employer contribution / active EE | $631 | $2,811-77.5% | $2,427-74.0% | $4,248-85.1% |
| Participant deferral / active EE | $1,027 | $4,623-77.8% | $4,115-75.0% | $6,531-84.3% |
| Admin fee / account holder | $3,131 | $12,126-74.2% | $10,320-69.7% | $14,480-78.4% |