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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 | $51,532 | $101,795-49.4% | $165,100-68.8% | $80,959-36.3% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 16.80% | 16.73%+0.1pp | 70.21%-53.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,188 | $2,954-59.8% | $4,348-72.7% | $2,757-56.9% |
| Participant deferral / active EE | $1,592 | $4,476-64.4% | $6,035-73.6% | $4,300-63.0% |
| Admin fee / account holder | $2,000 | $8,221-75.7% | $12,696-84.2% | $6,925-71.1% |