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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 | $30,401 | $106,749-71.5% | $145,433-79.1% | $82,448-63.1% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 15.26% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,669 | $3,444+35.5% | $4,554+2.5% | $2,551+83.0% |
| Participant deferral / active EE | $2,115 | $6,519-67.6% | $7,897-73.2% | $4,139-48.9% |
| Admin fee / account holder | $1,723 | $8,390-79.5% | $13,129-86.9% | $7,234-76.2% |