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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 | $39,038 | $135,905-71.3% | $126,068-69.0% | $198,609-80.3% |
| Participation rate | 73.3% | 85.6%-12.3pp | 84.7%-11.4pp | 82.4%-9.0pp |
| Annual return | 18.36% | 14.07%+4.3pp | 15.01%+3.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,191 | $4,245-48.4% | $3,968-44.8% | $5,055-56.7% |
| Participant deferral / active EE | $2,635 | $8,523-69.1% | $8,214-67.9% | $6,977-62.2% |
| Admin fee / account holder | $684 | $21,036-96.7% | $18,264-96.3% | $19,030-96.4% |