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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 | $46,726 | $153,769-69.6% | $133,975-65.1% | $273,972-82.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 9.07% | 36.51%-27.4pp | 29.29%-20.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,875 | $6,029-68.9% | $5,211-64.0% | $4,869-61.5% |
| Participant deferral / active EE | $1,377 | $6,958-80.2% | $6,282-78.1% | $5,287-74.0% |
| Admin fee / account holder | $26,882 | $11,765+128.5% | $9,324+188.3% | $10,133+165.3% |