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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 | $76,834-11.0% | $108,359-36.9% | $87,485-21.8% |
| Participation rate | 82.4% | 61.7%+20.6pp | 70.1%+12.2pp | 68.9%+13.4pp |
| Annual return | 13.44% | 19.09%-5.6pp | 36.89%-23.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,222 | $1,556+42.8% | $2,399-7.4% | $2,596-14.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,928 | $6,537-39.9% | $9,741-59.7% | $7,775-49.5% |