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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 | $28,448 | $48,364-41.2% | $71,796-60.4% | $62,881-54.8% |
| Participation rate | 92.3% | 60.6%+31.7pp | 69.1%+23.2pp | 69.3%+23.0pp |
| Annual return | 14.86% | 13.16%+1.7pp | 78.04%-63.2pp | 20.14%-5.3pp |
| Employer contribution / active EE | $1,658 | $1,042+59.1% | $1,924-13.9% | $2,281-27.3% |
| Participant deferral / active EE | $589 | $2,091-71.8% | $2,794-78.9% | $3,203-81.6% |
| Admin fee / account holder | $783 | $3,771-79.2% | $4,815-83.7% | $4,296-81.8% |