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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 | $37,310 | $95,404-60.9% | $113,397-67.1% | $82,637-54.9% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.3pp |
| Annual return | 13.57% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,203 | $2,307-4.5% | $2,977-26.0% | $2,552-13.7% |
| Participant deferral / active EE | $1,223 | $4,220-71.0% | $5,076-75.9% | $4,126-70.4% |
| Admin fee / account holder | $4,269 | $9,168-53.4% | $11,957-64.3% | $7,339-41.8% |