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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 | $100,194-62.8% | $122,979-69.7% | $86,983-57.1% |
| Participation rate | 80.3% | 73.0%+7.4pp | 77.2%+3.1pp | 69.5%+10.8pp |
| Annual return | 13.57% | 16.47%-2.9pp | 20.12%-6.5pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,203 | $2,326-5.3% | $3,062-28.1% | $2,584-14.8% |
| Participant deferral / active EE | $1,223 | $4,133-70.4% | $5,003-75.6% | $4,194-70.8% |
| Admin fee / account holder | $4,269 | $10,148-57.9% | $12,864-66.8% | $7,856-45.7% |