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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 | $50,582 | $77,817-35.0% | $123,553-59.1% | $64,173-21.2% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | 3.81% | 12.49%-8.7pp | 119.21%-115.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $4,520 | $3,014+50.0% | $4,628-2.3% | $2,381+89.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,966 | $5,519-46.3% | $9,284-68.1% | $4,887-39.3% |