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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 | $41,112 | $81,487-49.5% | $102,412-59.9% | $80,935-49.2% |
| Participation rate | 76.4% | 66.8%+9.6pp | 74.5%+1.9pp | 67.7%+8.7pp |
| Annual return | 12.74% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $8,759 | $3,103+182.3% | $3,870+126.3% | $2,757+217.7% |
| Participant deferral / active EE | $1,325 | $3,871-65.8% | $5,060-73.8% | $4,299-69.2% |
| Admin fee / account holder | $4,006 | $6,717-40.4% | $8,388-52.2% | $6,924-42.2% |