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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 | $55,864 | $95,453-41.5% | $112,040-50.1% | $82,448-32.2% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 12.45% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,422 | $2,318+47.6% | $2,954+15.8% | $2,551+34.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,702 | $9,013-81.1% | $12,098-85.9% | $7,234-76.5% |