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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 | $36,131 | $111,335-67.5% | $214,702-83.2% | $65,306-44.7% |
| Participation rate | 80.2% | 77.5%+2.7pp | 87.5%-7.3pp | 57.7%+22.5pp |
| Annual return | 15.41% | 22.64%-7.2pp | 54.55%-39.1pp | 21.94%-6.5pp |
| Employer contribution / active EE | $1,168 | $3,806-69.3% | $6,461-81.9% | $1,967-40.6% |
| Participant deferral / active EE | $2,024 | $5,927-65.9% | $9,147-77.9% | $2,959-31.6% |
| Admin fee / account holder | $1,741 | $5,028-65.4% | $19,830-91.2% | $3,480-50.0% |