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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 | $11,085 | $46,599-76.2% | $64,101-82.7% | $75,173-85.3% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 16.37% | 26.06%-9.7pp | 33.72%-17.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,310 | $1,975-33.7% | $2,749-52.3% | $2,671-50.9% |
| Participant deferral / active EE | $599 | $2,837-78.9% | $3,881-84.6% | $4,126-85.5% |
| Admin fee / account holder | $2,514 | $2,956-15.0% | $3,070-18.1% | $5,651-55.5% |