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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 | $30,207 | $81,358-62.9% | $155,556-80.6% | $80,959-62.7% |
| Participation rate | 97.7% | 66.3%+31.4pp | 78.2%+19.4pp | 67.7%+30.0pp |
| Annual return | 12.29% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,231 | $3,106+4.0% | $4,675-30.9% | $2,757+17.2% |
| Participant deferral / active EE | $738 | $3,455-78.6% | $5,631-86.9% | $4,300-82.8% |
| Admin fee / account holder | $1,955 | $7,994-75.5% | $15,885-87.7% | $6,925-71.8% |