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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 | $38,083 | $114,712-66.8% | $173,730-78.1% | $87,485-56.5% |
| Participation rate | 97.3% | 73.0%+24.3pp | 79.6%+17.7pp | 68.9%+28.4pp |
| Annual return | 20.70% | 20.18%+0.5pp | 19.96%+0.7pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,863 | $2,904-35.8% | $4,577-59.3% | $2,596-28.2% |
| Participant deferral / active EE | $913 | $4,642-80.3% | $6,326-85.6% | $4,274-78.6% |
| Admin fee / account holder | $384 | $10,210-96.2% | $17,523-97.8% | $7,775-95.1% |