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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 | $55,941 | $101,778-45.0% | $164,975-66.1% | $80,925-30.9% |
| Participation rate | 94.9% | 71.8%+23.1pp | 78.6%+16.3pp | 67.7%+27.3pp |
| Annual return | 15.61% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.0pp |
| Employer contribution / active EE | $3,854 | $2,954+30.5% | $4,343-11.2% | $2,756+39.8% |
| Participant deferral / active EE | $1,471 | $4,477-67.1% | $6,033-75.6% | $4,299-65.8% |
| Admin fee / account holder | $5,268 | $8,221-35.9% | $12,688-58.5% | $6,940-24.1% |