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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 | $60,823 | $138,386-56.0% | $184,260-67.0% | $80,935-24.9% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.7pp |
| Annual return | 13.95% | 20.02%-6.1pp | 28.84%-14.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,828 | $4,851-62.3% | $6,427-71.6% | $2,757-33.7% |
| Participant deferral / active EE | $2,981 | $7,076-57.9% | $9,133-67.4% | $4,299-30.7% |
| Admin fee / account holder | $1,065 | $10,489-89.8% | $13,898-92.3% | $6,924-84.6% |