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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 | $46,569 | $46,689-0.3% | $117,498-60.4% | $68,495-32.0% |
| Participation rate | 77.4% | 56.8%+20.6pp | 70.6%+6.8pp | 67.9%+9.5pp |
| Annual return | 10.83% | -14.52%+25.3pp | 29.75%-18.9pp | -7.84%+18.7pp |
| Employer contribution / active EE | $3,918 | $1,505+160.3% | $4,178-6.2% | $2,596+50.9% |
| Participant deferral / active EE | $649 | $2,637-75.4% | $4,071-84.0% | $4,028-83.9% |
| Admin fee / account holder | $4,293 | $4,021+6.8% | $5,646-24.0% | $5,403-20.5% |