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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 | $95,453-43.7% | $112,040-52.0% | $82,448-34.8% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.5%+0.1pp | 68.1%+8.5pp |
| Annual return | 15.09% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,172 | $2,318-49.4% | $2,954-60.3% | $2,551-54.1% |
| Participant deferral / active EE | $1,930 | $4,224-54.3% | $5,098-62.1% | $4,139-53.4% |
| Admin fee / account holder | $5,809 | $9,013-35.6% | $12,098-52.0% | $7,234-19.7% |