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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 | $61,307 | $99,875-38.6% | $146,866-58.3% | $86,983-29.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 18.30% | 28.10%-9.8pp | 102.85%-84.6pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,602 | $3,224-50.3% | $4,425-63.8% | $2,584-38.0% |
| Participant deferral / active EE | $2,155 | $6,322-65.9% | $7,759-72.2% | $4,194-48.6% |
| Admin fee / account holder | $1,746 | $7,838-77.7% | $13,620-87.2% | $7,856-77.8% |