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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 | $42,494 | $115,931-63.3% | $185,441-77.1% | $86,983-51.1% |
| Participation rate | 97.2% | 73.6%+23.6pp | 80.3%+17.0pp | 69.5%+27.7pp |
| Annual return | 15.02% | 21.47%-6.4pp | 20.16%-5.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $743 | $2,937-74.7% | $4,672-84.1% | $2,584-71.2% |
| Participant deferral / active EE | $1,895 | $4,551-58.4% | $6,152-69.2% | $4,194-54.8% |
| Admin fee / account holder | $1,565 | $10,687-85.4% | $17,890-91.3% | $7,856-80.1% |