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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 | $68,055 | $72,272-5.8% | $101,264-32.8% | $79,858-14.8% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 11.42% | 22.30%-10.9pp | 46.48%-35.1pp | 31.72%-20.3pp |
| Employer contribution / active EE | $2,666 | $2,692-1.0% | $3,660-27.2% | $2,471+7.9% |
| Participant deferral / active EE | $1,270 | $3,282-61.3% | $4,370-70.9% | $3,740-66.0% |
| Admin fee / account holder | $5,936 | $4,401+34.9% | $5,947-0.2% | $5,306+11.9% |