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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 | $49,913 | $64,920-23.1% | $103,693-51.9% | $86,983-42.6% |
| Participation rate | 94.4% | 63.6%+30.9pp | 72.6%+21.8pp | 69.5%+24.9pp |
| Annual return | 19.59% | 30.29%-10.7pp | 47.61%-28.0pp | 25.83%-6.2pp |
| Employer contribution / active EE | $4,198 | $2,141+96.1% | $2,920+43.7% | $2,584+62.4% |
| Participant deferral / active EE | $435 | $3,241-86.6% | $4,579-90.5% | $4,194-89.6% |
| Admin fee / account holder | $3,586 | $6,191-42.1% | $7,858-54.4% | $7,856-54.4% |