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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 | $46,537 | $81,504-42.9% | $102,437-54.6% | $80,959-42.5% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 12.73% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,250 | $3,104-27.5% | $3,871-41.9% | $2,757-18.4% |
| Participant deferral / active EE | $403 | $3,871-89.6% | $5,060-92.0% | $4,300-90.6% |
| Admin fee / account holder | $2,137 | $6,719-68.2% | $8,388-74.5% | $6,925-69.1% |