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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 | $48,241 | $78,520-38.6% | $96,576-50.0% | $82,448-41.5% |
| Participation rate | 70.6% | 77.7%-7.1pp | 81.4%-10.9pp | 68.1%+2.5pp |
| Annual return | 15.20% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,113 | $2,630-57.7% | $3,553-68.7% | $2,551-56.4% |
| Participant deferral / active EE | $2,696 | $6,754-60.1% | $7,956-66.1% | $4,139-34.9% |
| Admin fee / account holder | $1,914 | $13,455-85.8% | $11,381-83.2% | $7,234-73.5% |