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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 | $35,537 | $77,920-54.4% | $149,723-76.3% | $75,177-52.7% |
| Participation rate | 76.8% | 65.6%+11.2pp | 78.8%-2.0pp | 67.2%+9.6pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $3,571 | $3,138+13.8% | $4,821-25.9% | $2,671+33.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,812 | $5,951-69.5% | $13,215-86.3% | $5,651-67.9% |