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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 | $53,697 | $48,078+11.7% | $78,676-31.7% | $62,881-14.6% |
| Participation rate | 78.3% | 65.2%+13.1pp | 73.6%+4.8pp | 69.3%+9.0pp |
| Annual return | 6.73% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $266 | $2,587-89.7% | $3,517-92.4% | $3,203-91.7% |
| Admin fee / account holder | $4,036 | $3,206+25.9% | $4,510-10.5% | $4,296-6.0% |