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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 | $68,419 | $73,787-7.3% | $98,716-30.7% | $82,448-17.0% |
| Participation rate | 82.4% | 61.4%+20.9pp | 69.3%+13.1pp | 68.1%+14.3pp |
| Annual return | 13.44% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,222 | $1,511+47.1% | $2,279-2.5% | $2,551-12.9% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,928 | $6,500-39.6% | $8,703-54.9% | $7,234-45.7% |