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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 | $76,736 | $91,198-15.9% | $178,503-57.0% | $79,856-3.9% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | 12.34% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $5,116 | $3,257+57.1% | $5,011+2.1% | $2,471+107.0% |
| Participant deferral / active EE | $646 | $3,237-80.1% | $5,202-87.6% | $3,741-82.7% |
| Admin fee / account holder | $2,388 | $6,748-64.6% | $13,987-82.9% | $5,306-55.0% |