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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 | $57,458 | $123,793-53.6% | $177,840-67.7% | $79,852-28.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 12.45% | 22.82%-10.4pp | 48.32%-35.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,723 | $4,095-57.9% | $5,919-70.9% | $2,471-30.3% |
| Participant deferral / active EE | $2,098 | $5,956-64.8% | $7,714-72.8% | $3,740-43.9% |
| Admin fee / account holder | $1,395 | $7,243-80.7% | $12,431-88.8% | $5,306-73.7% |