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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 | $126,661-62.6% | $113,397-58.2% | $138,895-65.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 14.04% | 25.05%-11.0pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,267 | $3,456-63.4% | $2,977-57.5% | $4,194-69.8% |
| Participant deferral / active EE | $1,810 | $5,693-68.2% | $5,076-64.3% | $6,396-71.7% |
| Admin fee / account holder | $3,522 | $14,549-75.8% | $11,957-70.5% | $12,562-72.0% |