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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 | $81,172 | $50,947+59.3% | $74,551+8.9% | $64,173+26.5% |
| Participation rate | 98.2% | 61.1%+37.2pp | 69.1%+29.1pp | 69.6%+28.7pp |
| Annual return | 39.19% | -1.85%+41.0pp | 32.53%+6.7pp | 7.63%+31.6pp |
| Employer contribution / active EE | $2,819 | $1,115+152.8% | $1,961+43.8% | $2,381+18.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,553 | $4,221-63.2% | $5,059-69.3% | $4,887-68.2% |