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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 | $97,113 | $72,273+34.4% | $101,275-4.1% | $79,856+21.6% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 16.14% | 22.30%-6.2pp | 46.48%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,795 | $2,691+3.8% | $3,660-23.6% | $2,471+13.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,297 | $4,401+20.4% | $5,948-10.9% | $5,306-0.2% |