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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 | $63,808 | $54,541+17.0% | $78,778-19.0% | $70,126-9.0% |
| Participation rate | 87.2% | 60.8%+26.4pp | 69.2%+18.0pp | 69.5%+17.6pp |
| Annual return | 15.57% | 21.07%-5.5pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,077 | $1,089+182.7% | $1,986+55.0% | $2,343+31.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,034 | $3,709-72.1% | $5,134-79.9% | $4,645-77.7% |