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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 | $84,294 | $215,361-60.9% | $171,082-50.7% | $273,972-69.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 2.04% | 25.14%-23.1pp | 32.56%-30.5pp | 41.46%-39.4pp |
| Employer contribution / active EE | $8,235 | $4,967+65.8% | $4,002+105.8% | $4,869+69.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $377 | $10,846-96.5% | $8,520-95.6% | $10,133-96.3% |