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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 | $47,276 | $106,524-55.6% | $152,301-69.0% | $87,485-46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.27% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,368 | $3,371-59.4% | $4,624-70.4% | $2,596-47.3% |
| Participant deferral / active EE | $1,353 | $6,525-79.3% | $8,004-83.1% | $4,274-68.3% |
| Admin fee / account holder | $1,251 | $8,287-84.9% | $14,398-91.3% | $7,775-83.9% |