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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 | $28,632 | $78,197-63.4% | $98,090-70.8% | $82,637-65.4% |
| Participation rate | 87.9% | 77.5%+10.4pp | 81.5%+6.3pp | 68.1%+19.8pp |
| Annual return | 18.33% | 40.25%-21.9pp | 37.05%-18.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,061 | $2,605-20.9% | $3,606-42.9% | $2,552-19.3% |
| Participant deferral / active EE | $2,529 | $6,636-61.9% | $7,845-67.8% | $4,126-38.7% |
| Admin fee / account holder | $823 | $14,832-94.5% | $11,815-93.0% | $7,339-88.8% |