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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 | $46,151 | $73,978-37.6% | $96,515-52.2% | $75,173-38.6% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 38.11% | 26.72%+11.4pp | 35.73%+2.4pp | 160.72%-122.6pp |
| Employer contribution / active EE | $3,803 | $2,931+29.8% | $3,740+1.7% | $2,671+42.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,022 | $5,219-61.2% | $6,735-70.0% | $5,651-64.2% |