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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 | $25,724 | $77,472-66.8% | $100,415-74.4% | $80,959-68.2% |
| Participation rate | 86.4% | 76.9%+9.4pp | 81.5%+4.8pp | 67.7%+18.7pp |
| Annual return | 15.75% | 37.26%-21.5pp | 49.47%-33.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,209 | $2,800-56.8% | $3,943-69.3% | $2,757-56.2% |
| Participant deferral / active EE | $2,415 | $6,818-64.6% | $8,091-70.1% | $4,300-43.8% |
| Admin fee / account holder | $1,253 | $5,885-78.7% | $7,906-84.1% | $6,925-81.9% |