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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 | $49,552 | $72,177-31.3% | $115,038-56.9% | $59,633-16.9% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | 4.33% | 12.02%-7.7pp | 26.14%-21.8pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $3,781 | $2,841+33.1% | $4,608-17.9% | $2,203+71.7% |
| Participant deferral / active EE | $332 | $4,783-93.1% | $6,026-94.5% | $3,192-89.6% |
| Admin fee / account holder | $4,865 | $4,927-1.3% | $8,175-40.5% | $4,297+13.2% |