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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 | $50,635 | $81,446-37.8% | $103,374-51.0% | $80,874-37.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.69% | 25.57%+11.1pp | 24.89%+11.8pp | 35.62%+1.1pp |
| Employer contribution / active EE | $3,040 | $3,107-2.2% | $3,869-21.4% | $2,756+10.3% |
| Participant deferral / active EE | $911 | $3,870-76.5% | $5,058-82.0% | $4,297-78.8% |
| Admin fee / account holder | $5,018 | $6,715-25.3% | $8,394-40.2% | $6,935-27.6% |