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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 | $97,289-73.7% | $92,805-72.4% | $155,188-83.5% |
| Participation rate | 94.4% | 84.2%+10.3pp | 83.5%+10.9pp | 80.8%+13.6pp |
| Annual return | 17.25% | 29.03%-11.8pp | 31.59%-14.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,953 | $3,632-46.2% | $3,424-43.0% | $4,248-54.0% |
| Participant deferral / active EE | $2,665 | $8,795-69.7% | $8,448-68.4% | $6,531-59.2% |
| Admin fee / account holder | $2,535 | $12,015-78.9% | $10,911-76.8% | $14,480-82.5% |