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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 | $40,883 | $76,551-46.6% | $123,894-67.0% | $62,881-35.0% |
| Participation rate | 85.3% | 73.0%+12.3pp | 81.4%+3.9pp | 69.3%+16.0pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $875 | $2,882-69.6% | $4,617-81.0% | $2,281-61.6% |
| Participant deferral / active EE | $1,717 | $4,840-64.5% | $5,984-71.3% | $3,203-46.4% |
| Admin fee / account holder | $1,868 | $4,826-61.3% | $8,357-77.7% | $4,296-56.5% |