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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 | $44,306 | $199,109-77.7% | $173,730-74.5% | $154,746-71.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 17.37% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,615 | $5,311-50.8% | $4,577-42.9% | $4,379-40.3% |
| Participant deferral / active EE | $1,687 | $7,113-76.3% | $6,326-73.3% | $6,730-74.9% |
| Admin fee / account holder | $1,778 | $20,916-91.5% | $17,523-89.9% | $14,365-87.6% |