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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 | $37,305 | $52,580-29.0% | $71,671-47.9% | $70,126-46.8% |
| Participation rate | 96.7% | 60.9%+35.8pp | 68.7%+27.9pp | 69.5%+27.1pp |
| Annual return | 16.50% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,045 | $1,616+26.6% | $2,460-16.9% | $2,343-12.7% |
| Participant deferral / active EE | $121 | $2,386-94.9% | $3,438-96.5% | $3,332-96.4% |
| Admin fee / account holder | $5,247 | $3,653+43.7% | $5,558-5.6% | $4,645+13.0% |