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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 | $27,936 | $72,492-61.5% | $87,104-67.9% | $72,975-61.7% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 18.90% | 24.46%-5.6pp | 28.19%-9.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,647 | $1,894+39.8% | $2,521+5.0% | $2,440+8.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,861 | $5,055-43.4% | $7,491-61.8% | $5,124-44.2% |