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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 | $138,366-56.0% | $184,185-67.0% | $80,911-24.8% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.7pp |
| Annual return | 13.95% | 20.02%-6.1pp | 28.81%-14.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,828 | $4,849-62.3% | $6,426-71.6% | $2,756-33.7% |
| Participant deferral / active EE | $2,981 | $7,074-57.9% | $9,132-67.4% | $4,297-30.6% |
| Admin fee / account holder | $1,065 | $10,484-89.8% | $13,909-92.3% | $6,935-84.6% |