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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 | $81,073 | $115,931-30.1% | $185,441-56.3% | $86,983-6.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 13.70% | 21.47%-7.8pp | 20.16%-6.5pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,927 | $2,937-0.4% | $4,672-37.4% | $2,584+13.2% |
| Participant deferral / active EE | $1,937 | $4,551-57.4% | $6,152-68.5% | $4,194-53.8% |
| Admin fee / account holder | $5,253 | $10,687-50.8% | $17,890-70.6% | $7,856-33.1% |