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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 | $81,457-41.5% | $103,378-53.9% | $80,911-41.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 13.34% | 25.58%-12.2pp | 24.91%-11.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,314 | $3,107+6.7% | $3,870-14.4% | $2,756+20.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $598 | $6,717-91.1% | $8,401-92.9% | $6,935-91.4% |