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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 | $25,629 | $107,666-76.2% | $102,184-74.9% | $154,746-83.4% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.6%+11.8pp | 80.7%+13.7pp |
| Annual return | 17.25% | 29.33%-12.1pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,953 | $3,846-49.2% | $3,594-45.7% | $4,379-55.4% |
| Participant deferral / active EE | $2,665 | $8,719-69.4% | $8,309-67.9% | $6,730-60.4% |
| Admin fee / account holder | $2,535 | $12,943-80.4% | $11,609-78.2% | $14,365-82.4% |