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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 | $47,386 | $136,860-65.4% | $120,344-60.6% | $154,746-69.4% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 14.04% | 21.38%-7.3pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,267 | $3,533-64.2% | $3,020-58.1% | $4,379-71.1% |
| Participant deferral / active EE | $1,810 | $5,793-68.8% | $5,135-64.8% | $6,730-73.1% |
| Admin fee / account holder | $3,522 | $15,393-77.1% | $12,742-72.4% | $14,365-75.5% |