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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 | $48,867 | $97,648-50.0% | $121,663-59.8% | $87,485-44.1% |
| Participation rate | 97.4% | 70.5%+27.0pp | 74.5%+22.9pp | 68.9%+28.5pp |
| Annual return | 13.81% | 18.03%-4.2pp | 147.54%-133.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,249 | $2,300-45.7% | $3,020-58.7% | $2,596-51.9% |
| Participant deferral / active EE | $1,369 | $3,923-65.1% | $4,887-72.0% | $4,274-68.0% |
| Admin fee / account holder | $2,006 | $11,100-81.9% | $14,289-86.0% | $7,775-74.2% |