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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 | $22,186 | $72,273-69.3% | $101,275-78.1% | $79,856-72.2% |
| Participation rate | 85.4% | 68.5%+16.9pp | 75.8%+9.6pp | 69.6%+15.7pp |
| Annual return | 20.21% | 22.30%-2.1pp | 46.48%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,795 | $2,691+3.9% | $3,660-23.6% | $2,471+13.1% |
| Participant deferral / active EE | $1,134 | $3,282-65.5% | $4,371-74.1% | $3,741-69.7% |
| Admin fee / account holder | $441 | $4,401-90.0% | $5,948-92.6% | $5,306-91.7% |