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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 | $32,194 | $67,602-52.4% | $82,312-60.9% | $70,126-54.1% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 16.75% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,633 | $1,755+107.0% | $2,428+49.6% | $2,343+55.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $769 | $4,512-83.0% | $5,608-86.3% | $4,645-83.5% |