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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 | $63,778 | $77,472-17.7% | $100,415-36.5% | $80,959-21.2% |
| Participation rate | 73.1% | 76.9%-3.9pp | 81.5%-8.4pp | 67.7%+5.4pp |
| Annual return | 13.03% | 37.26%-24.2pp | 49.47%-36.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $928 | $2,800-66.8% | $3,943-76.5% | $2,757-66.3% |
| Participant deferral / active EE | $2,384 | $6,818-65.0% | $8,091-70.5% | $4,300-44.6% |
| Admin fee / account holder | $3,423 | $5,885-41.8% | $7,906-56.7% | $6,925-50.6% |