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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 | $38,048 | $100,970-62.3% | $96,576-60.6% | $137,256-72.3% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 27.81% | 38.16%-10.3pp | 38.47%-10.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $2,920 | $3,809-23.4% | $3,553-17.8% | $4,156-29.8% |
| Participant deferral / active EE | $2,117 | $8,286-74.5% | $7,956-73.4% | $6,407-67.0% |
| Admin fee / account holder | $817 | $11,312-92.8% | $11,381-92.8% | $12,270-93.3% |