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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 | $89,642 | $123,478-27.4% | $216,567-58.6% | $94,015-4.7% |
| Participation rate | 90.7% | 75.1%+15.6pp | 81.6%+9.1pp | 70.8%+19.9pp |
| Annual return | 10.12% | 23.61%-13.5pp | 12.94%-2.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,800 | $3,136-42.6% | $5,216-65.5% | $2,790-35.5% |
| Participant deferral / active EE | $1,966 | $4,556-56.8% | $6,191-68.2% | $4,249-53.7% |
| Admin fee / account holder | $2,721 | $12,753-78.7% | $21,981-87.6% | $8,951-69.6% |