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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 | $96,774 | $106,749-9.3% | $145,433-33.5% | $82,448+17.4% |
| Participation rate | 76.1% | 75.6%+0.4pp | 82.1%-6.0pp | 68.1%+8.0pp |
| Annual return | 14.49% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,237 | $3,444-64.1% | $4,554-72.8% | $2,551-51.5% |
| Participant deferral / active EE | $2,091 | $6,519-67.9% | $7,897-73.5% | $4,139-49.5% |
| Admin fee / account holder | $807 | $8,390-90.4% | $13,129-93.9% | $7,234-88.8% |