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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 | $63,243 | $86,949-27.3% | $102,460-38.3% | $80,959-21.9% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 17.46% | 18.89%-1.4pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,223 | $2,370-6.2% | $3,025-26.5% | $2,757-19.4% |
| Participant deferral / active EE | $1,770 | $4,121-57.1% | $5,056-65.0% | $4,300-58.8% |
| Admin fee / account holder | $28,959 | $8,048+259.8% | $9,460+206.1% | $6,925+318.2% |