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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 | $101,795-34.2% | $165,100-59.5% | $80,959-17.3% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.6pp |
| Annual return | 13.90% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,838 | $2,954-3.9% | $4,348-34.7% | $2,757+2.9% |
| Participant deferral / active EE | $1,107 | $4,476-75.3% | $6,035-81.7% | $4,300-74.2% |
| Admin fee / account holder | $4,019 | $8,221-51.1% | $12,696-68.3% | $6,925-42.0% |