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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 | $26,984 | $76,551-64.8% | $123,894-78.2% | $62,881-57.1% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 6.98% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,357 | $2,882+16.5% | $4,617-27.3% | $2,281+47.2% |
| Participant deferral / active EE | $1,258 | $4,840-74.0% | $5,984-79.0% | $3,203-60.7% |
| Admin fee / account holder | $1,076 | $4,826-77.7% | $8,357-87.1% | $4,296-75.0% |