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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 | $76,335 | $110,137-30.7% | $161,149-52.6% | $82,637-7.6% |
| Participation rate | 72.4% | 72.4%+0.1pp | 78.8%-6.4pp | 68.1%+4.4pp |
| Annual return | 14.06% | 20.69%-6.6pp | 21.16%-7.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,384 | $2,856-51.5% | $4,360-68.3% | $2,552-45.8% |
| Participant deferral / active EE | $1,902 | $4,575-58.4% | $6,153-69.1% | $4,126-53.9% |
| Admin fee / account holder | $2,710 | $9,467-71.4% | $15,194-82.2% | $7,339-63.1% |