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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 | $23,937 | $78,197-69.4% | $98,090-75.6% | $82,637-71.0% |
| Participation rate | 79.0% | 77.5%+1.6pp | 81.5%-2.5pp | 68.1%+11.0pp |
| Annual return | 15.61% | 40.25%-24.6pp | 37.05%-21.4pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,307 | $2,605-49.8% | $3,606-63.8% | $2,552-48.8% |
| Participant deferral / active EE | $2,538 | $6,636-61.7% | $7,845-67.6% | $4,126-38.5% |
| Admin fee / account holder | $3,127 | $14,832-78.9% | $11,815-73.5% | $7,339-57.4% |