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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 | $34,128 | $138,312-75.3% | $122,979-72.2% | $155,188-78.0% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 19.39% | 22.06%-2.7pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,365 | $3,530-33.0% | $3,062-22.8% | $4,248-44.3% |
| Participant deferral / active EE | $1,229 | $5,592-78.0% | $5,003-75.4% | $6,531-81.2% |
| Admin fee / account holder | $412 | $15,089-97.3% | $12,864-96.8% | $14,480-97.2% |