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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 | $95,404-41.4% | $113,397-50.7% | $82,637-32.4% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 12.45% | 19.08%-6.6pp | 23.20%-10.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $3,422 | $2,307+48.3% | $2,977+14.9% | $2,552+34.1% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,702 | $9,168-81.4% | $11,957-85.8% | $7,339-76.8% |