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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 | $88,560 | $49,249+79.8% | $70,476+25.7% | $79,852+10.9% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.8pp |
| Annual return | 14.26% | 30.09%-15.8pp | 109.12%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $3,061 | $2,100+45.8% | $2,738+11.8% | $2,471+23.9% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,852 | $2,878-0.9% | $3,847-25.9% | $5,306-46.3% |