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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 | $58,183 | $76,367-23.8% | $93,614-37.8% | $72,983-20.3% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.5%+16.7pp |
| Annual return | 18.99% | 25.82%-6.8pp | 32.76%-13.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $2,207 | $2,275-3.0% | $2,718-18.8% | $2,440-9.6% |
| Participant deferral / active EE | $1,214 | $3,538-65.7% | $4,069-70.2% | $3,608-66.3% |
| Admin fee / account holder | $852 | $6,838-87.5% | $7,889-89.2% | $5,124-83.4% |