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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 | $53,762 | $97,550-44.9% | $120,344-55.3% | $87,485-38.5% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.7%-0.1pp | 68.9%+7.7pp |
| Annual return | 15.09% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,172 | $2,291-48.8% | $3,020-61.2% | $2,596-54.9% |
| Participant deferral / active EE | $1,930 | $4,230-54.4% | $5,135-62.4% | $4,274-54.8% |
| Admin fee / account holder | $5,809 | $9,543-39.1% | $12,742-54.4% | $7,775-25.3% |