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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 | $45,212 | $69,977-35.4% | $108,582-58.4% | $62,881-28.1% |
| Participation rate | 76.8% | 72.9%+3.9pp | 79.6%-2.7pp | 69.3%+7.5pp |
| Annual return | 8.07% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,832 | $2,135+32.6% | $3,758-24.7% | $2,281+24.1% |
| Participant deferral / active EE | $1,009 | $3,165-68.1% | $4,311-76.6% | $3,203-68.5% |
| Admin fee / account holder | $5,742 | $5,076+13.1% | $7,645-24.9% | $4,296+33.7% |