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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 | $107,666-63.7% | $102,184-61.8% | $154,746-74.8% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.6%-9.3pp | 80.7%-7.4pp |
| Annual return | 18.36% | 29.33%-11.0pp | 31.58%-13.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,191 | $3,846-43.0% | $3,594-39.0% | $4,379-50.0% |
| Participant deferral / active EE | $2,635 | $8,719-69.8% | $8,309-68.3% | $6,730-60.8% |
| Admin fee / account holder | $684 | $12,943-94.7% | $11,609-94.1% | $14,365-95.2% |