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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 | $50,216 | $145,431-65.5% | $211,142-76.2% | $87,485-42.6% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.3%+9.8pp | 68.9%+28.2pp |
| Annual return | 13.10% | 27.21%-14.1pp | 46.84%-33.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,682 | $4,662-63.9% | $6,442-73.9% | $2,596-35.2% |
| Participant deferral / active EE | $2,876 | $6,859-58.1% | $9,284-69.0% | $4,274-32.7% |
| Admin fee / account holder | $7,176 | $17,052-57.9% | $19,076-62.4% | $7,775-7.7% |