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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 | $54,286 | $95,453-43.1% | $112,040-51.5% | $82,448-34.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 15.05% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,168 | $2,318-49.6% | $2,954-60.4% | $2,551-54.2% |
| Participant deferral / active EE | $1,666 | $4,224-60.5% | $5,098-67.3% | $4,139-59.7% |
| Admin fee / account holder | $1,943 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |