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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 | $51,864 | $95,404-45.6% | $113,397-54.3% | $82,637-37.2% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 17.32% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,833 | $2,307-20.5% | $2,977-38.4% | $2,552-28.2% |
| Participant deferral / active EE | $1,767 | $4,220-58.1% | $5,076-65.2% | $4,126-57.2% |
| Admin fee / account holder | $4,330 | $9,168-52.8% | $11,957-63.8% | $7,339-41.0% |