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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 | $15,332 | $81,358-81.2% | $155,556-90.1% | $80,959-81.1% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 18.76% | 33.39%-14.6pp | 64.84%-46.1pp | 35.67%-16.9pp |
| Employer contribution / active EE | $4,759 | $3,106+53.2% | $4,675+1.8% | $2,757+72.6% |
| Participant deferral / active EE | $793 | $3,455-77.1% | $5,631-85.9% | $4,300-81.6% |
| Admin fee / account holder | $5,041 | $7,994-36.9% | $15,885-68.3% | $6,925-27.2% |