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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 | $51,715 | $67,606-23.5% | $82,313-37.2% | $70,131-26.3% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 12.76% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,189 | $1,755+24.8% | $2,428-9.8% | $2,342-6.5% |
| Participant deferral / active EE | $1,325 | $2,987-55.7% | $3,706-64.3% | $3,332-60.2% |
| Admin fee / account holder | $1,958 | $4,512-56.6% | $5,608-65.1% | $4,645-57.8% |