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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 | $74,238 | $106,749-30.5% | $145,433-49.0% | $82,448-10.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.24% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,088 | $3,444-68.4% | $4,554-76.1% | $2,551-57.4% |
| Participant deferral / active EE | $2,405 | $6,519-63.1% | $7,897-69.5% | $4,139-41.9% |
| Admin fee / account holder | $6,086 | $8,390-27.5% | $13,129-53.6% | $7,234-15.9% |