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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 | $63,897 | $82,882-22.9% | $127,803-50.0% | $72,976-12.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 20.58% | 32.20%-11.6pp | 26.14%-5.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $5,917 | $3,346+76.8% | $4,576+29.3% | $2,440+142.5% |
| Participant deferral / active EE | $1,081 | $4,791-77.4% | $6,023-82.1% | $3,608-70.0% |
| Admin fee / account holder | $6,142 | $6,487-5.3% | $9,399-34.7% | $5,124+19.9% |