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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 | $38,767 | $95,404-59.4% | $113,397-65.8% | $82,637-53.1% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.5%+7.2pp | 68.1%+15.6pp |
| Annual return | 15.66% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,160 | $2,307-49.7% | $2,977-61.0% | $2,552-54.5% |
| Participant deferral / active EE | $1,849 | $4,220-56.2% | $5,076-63.6% | $4,126-55.2% |
| Admin fee / account holder | $2,605 | $9,168-71.6% | $11,957-78.2% | $7,339-64.5% |