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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 | $57,672 | $72,273-20.2% | $101,275-43.1% | $79,856-27.8% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 10.78% | 22.30%-11.5pp | 46.48%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $4,651 | $2,691+72.8% | $3,660+27.1% | $2,471+88.2% |
| Participant deferral / active EE | $775 | $3,282-76.4% | $4,371-82.3% | $3,741-79.3% |
| Admin fee / account holder | $4,269 | $4,401-3.0% | $5,948-28.2% | $5,306-19.6% |