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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 | $64,868 | $81,276-20.2% | $155,574-58.3% | $80,925-19.8% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.7%+13.0pp |
| Annual return | 11.22% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $4,084 | $3,103+31.6% | $4,676-12.6% | $2,756+48.2% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,035 | $7,993-87.1% | $15,914-93.5% | $6,940-85.1% |