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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 | $81,476-37.9% | $102,383-50.5% | $80,925-37.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 36.69% | 25.59%+11.1pp | 24.94%+11.8pp | 35.65%+1.0pp |
| Employer contribution / active EE | $3,040 | $3,105-2.1% | $3,870-21.4% | $2,756+10.3% |
| Participant deferral / active EE | $911 | $3,871-76.5% | $5,060-82.0% | $4,299-78.8% |
| Admin fee / account holder | $5,018 | $6,717-25.3% | $8,391-40.2% | $6,940-27.7% |