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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 | $56,467 | $83,061-32.0% | $126,068-55.2% | $94,015-39.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 14.45% | 20.41%-6.0pp | 15.01%-0.6pp | 17.84%-3.4pp |
| Employer contribution / active EE | $5,658 | $2,864+97.6% | $3,968+42.6% | $2,790+102.8% |
| Participant deferral / active EE | $2,671 | $7,042-62.1% | $8,214-67.5% | $4,249-37.1% |
| Admin fee / account holder | $1,045 | $7,208-85.5% | $18,264-94.3% | $8,951-88.3% |