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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 | $58,215 | $101,795-42.8% | $165,100-64.7% | $80,959-28.1% |
| Participation rate | 98.1% | 71.8%+26.3pp | 78.6%+19.5pp | 67.7%+30.4pp |
| Annual return | 11.16% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,808 | $2,954+62.8% | $4,348+10.6% | $2,757+74.4% |
| Participant deferral / active EE | $168 | $4,476-96.2% | $6,035-97.2% | $4,300-96.1% |
| Admin fee / account holder | $2,303 | $8,221-72.0% | $12,696-81.9% | $6,925-66.7% |