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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 | $68,427 | $106,524-35.8% | $152,301-55.1% | $87,485-21.8% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.3pp |
| Annual return | 15.22% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,507 | $3,371-55.3% | $4,624-67.4% | $2,596-42.0% |
| Participant deferral / active EE | $2,336 | $6,525-64.2% | $8,004-70.8% | $4,274-45.3% |
| Admin fee / account holder | $1,206 | $8,287-85.4% | $14,398-91.6% | $7,775-84.5% |