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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 | $43,763 | $95,404-54.1% | $113,397-61.4% | $82,637-47.0% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 12.48% | 19.08%-6.6pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $3,614 | $2,307+56.7% | $2,977+21.4% | $2,552+41.6% |
| Participant deferral / active EE | $1,795 | $4,220-57.5% | $5,076-64.6% | $4,126-56.5% |
| Admin fee / account holder | $2,941 | $9,168-67.9% | $11,957-75.4% | $7,339-59.9% |