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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 | $49,591 | $123,793-59.9% | $177,840-72.1% | $79,852-37.9% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 14.84% | 22.82%-8.0pp | 48.32%-33.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,762 | $4,095-57.0% | $5,919-70.2% | $2,471-28.7% |
| Participant deferral / active EE | $2,672 | $5,956-55.1% | $7,714-65.4% | $3,740-28.6% |
| Admin fee / account holder | $1,318 | $7,243-81.8% | $12,431-89.4% | $5,306-75.2% |