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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 | $66,930 | $101,763-34.2% | $164,866-59.4% | $80,874-17.2% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 13.90% | 16.73%-2.8pp | 69.97%-56.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,838 | $2,954-3.9% | $4,343-34.6% | $2,756+3.0% |
| Participant deferral / active EE | $1,107 | $4,477-75.3% | $6,033-81.6% | $4,297-74.2% |
| Admin fee / account holder | $4,019 | $8,228-51.2% | $12,689-68.3% | $6,935-42.1% |