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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 | $57,597 | $69,273-16.9% | $90,796-36.6% | $82,637-30.3% |
| Participation rate | 93.4% | 64.0%+29.4pp | 69.5%+24.0pp | 68.1%+25.4pp |
| Annual return | 13.95% | 18.37%-4.4pp | 19.29%-5.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,951 | $1,865+58.2% | $2,294+28.6% | $2,552+15.6% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,202 | $5,511-41.9% | $7,024-54.4% | $7,339-56.4% |