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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 | $43,200 | $95,453-54.7% | $112,040-61.4% | $82,448-47.6% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.5%+19.3pp | 68.1%+27.8pp |
| Annual return | 19.96% | 23.92%-4.0pp | 24.52%-4.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,981 | $2,318+28.6% | $2,954+0.9% | $2,551+16.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $542 | $9,013-94.0% | $12,098-95.5% | $7,234-92.5% |