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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 | $100,194-57.1% | $122,979-65.0% | $86,983-50.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.15% | 16.47%-1.3pp | 20.12%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,185 | $2,326-49.0% | $3,062-61.3% | $2,584-54.1% |
| Participant deferral / active EE | $1,848 | $4,133-55.3% | $5,003-63.1% | $4,194-55.9% |
| Admin fee / account holder | $5,684 | $10,148-44.0% | $12,864-55.8% | $7,856-27.6% |