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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 | $101,823 | $45,050+126.0% | $63,018+61.6% | $70,126+45.2% |
| Participation rate | 91.9% | 69.5%+22.4pp | 74.8%+17.1pp | 69.5%+22.4pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,828 | $2,052-10.9% | $2,761-33.8% | $2,343-22.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,860 | $2,834+71.5% | $3,601+35.0% | $4,645+4.6% |