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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 | $124,980-86.3% | $108,359-84.2% | $154,746-89.0% |
| Participation rate | 76.9% | 75.2%+1.8pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 12.82% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $631 | $2,851-77.9% | $2,399-73.7% | $4,379-85.6% |
| Participant deferral / active EE | $1,027 | $4,743-78.3% | $4,137-75.2% | $6,730-84.7% |
| Admin fee / account holder | $3,131 | $11,502-72.8% | $9,741-67.9% | $14,365-78.2% |