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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 | $70,082 | $76,367-8.2% | $93,614-25.1% | $72,983-4.0% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.1pp | 69.5%+27.4pp |
| Annual return | 18.15% | 25.82%-7.7pp | 32.76%-14.6pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,769 | $2,275+21.7% | $2,718+1.9% | $2,440+13.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,647 | $6,838-75.9% | $7,889-79.1% | $5,124-67.9% |