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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 | $70,357 | $81,457-13.6% | $103,378-31.9% | $80,911-13.0% |
| Participation rate | 96.1% | 66.8%+29.2pp | 74.5%+21.6pp | 67.6%+28.4pp |
| Annual return | 14.51% | 25.58%-11.1pp | 24.91%-10.4pp | 35.63%-21.1pp |
| Employer contribution / active EE | $4,430 | $3,107+42.6% | $3,870+14.5% | $2,756+60.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,150 | $6,717-82.9% | $8,401-86.3% | $6,935-83.4% |