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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 | $55,948 | $63,140-11.4% | $304,612-81.6% | $116,462-52.0% |
| Participation rate | 94.1% | 70.4%+23.8pp | 81.9%+12.2pp | 74.7%+19.4pp |
| Annual return | 12.61% | 15.04%-2.4pp | 329.91%-317.3pp | 15.65%-3.0pp |
| Employer contribution / active EE | $1,450 | $2,385-39.2% | $7,476-80.6% | $3,231-55.1% |
| Participant deferral / active EE | $679 | $2,741-75.2% | $5,388-87.4% | $3,836-82.3% |
| Admin fee / account holder | $389 | $7,583-94.9% | $12,962-97.0% | $12,754-97.0% |