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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 | $47,621 | $81,504-41.6% | $102,437-53.5% | $80,959-41.2% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 13.34% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,314 | $3,104+6.8% | $3,871-14.4% | $2,757+20.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $598 | $6,719-91.1% | $8,388-92.9% | $6,925-91.4% |