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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 | $37,144 | $124,425-70.1% | $112,040-66.8% | $137,256-72.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 10.23% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,875 | $3,411-45.0% | $2,954-36.5% | $4,156-54.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $312 | $15,207-98.0% | $12,098-97.4% | $12,270-97.5% |