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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 | $43,009 | $95,404-54.9% | $113,397-62.1% | $82,637-48.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.15% | 19.08%-3.9pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,185 | $2,307-48.6% | $2,977-60.2% | $2,552-53.6% |
| Participant deferral / active EE | $1,848 | $4,220-56.2% | $5,076-63.6% | $4,126-55.2% |
| Admin fee / account holder | $5,684 | $9,168-38.0% | $11,957-52.5% | $7,339-22.6% |