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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 | $100,194-45.8% | $122,979-55.9% | $86,983-37.6% |
| Participation rate | 75.0% | 73.0%+2.0pp | 77.2%-2.2pp | 69.5%+5.5pp |
| Annual return | 15.05% | 16.47%-1.4pp | 20.12%-5.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,168 | $2,326-49.8% | $3,062-61.8% | $2,584-54.8% |
| Participant deferral / active EE | $1,666 | $4,133-59.7% | $5,003-66.7% | $4,194-60.3% |
| Admin fee / account holder | $1,943 | $10,148-80.9% | $12,864-84.9% | $7,856-75.3% |