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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 | $43,064 | $91,439-52.9% | $135,974-68.3% | $71,511-39.8% |
| Participation rate | 79.8% | 75.7%+4.2pp | 81.9%-2.1pp | 67.9%+11.9pp |
| Annual return | 16.49% | 29.90%-13.4pp | 68.30%-51.8pp | 28.86%-12.4pp |
| Employer contribution / active EE | $3,231 | $3,705-12.8% | $4,859-33.5% | $2,589+24.8% |
| Participant deferral / active EE | $2,809 | $7,093-60.4% | $7,760-63.8% | $4,291-34.5% |
| Admin fee / account holder | $2,162 | $1,267+70.7% | $10,767-79.9% | $1,588+36.1% |