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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 | $49,792 | $106,864-53.4% | $147,318-66.2% | $82,637-39.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.70% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,892 | $3,417+13.9% | $4,593-15.3% | $2,552+52.5% |
| Participant deferral / active EE | $1,685 | $6,496-74.1% | $7,906-78.7% | $4,126-59.2% |
| Admin fee / account holder | $1,179 | $8,415-86.0% | $13,708-91.4% | $7,339-83.9% |