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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 | $21,507 | $65,361-67.1% | $92,903-76.9% | $72,983-70.5% |
| Participation rate | 70.8% | 68.3%+2.5pp | 76.0%-5.2pp | 69.5%+1.3pp |
| Annual return | 20.92% | 42.11%-21.2pp | 109.43%-88.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,238 | $2,594-13.7% | $3,653-38.7% | $2,440-8.3% |
| Participant deferral / active EE | $607 | $3,128-80.6% | $4,238-85.7% | $3,608-83.2% |
| Admin fee / account holder | $1,324 | $4,251-68.8% | $5,795-77.1% | $5,124-74.2% |