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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 | $104,784 | $48,078+117.9% | $78,676+33.2% | $62,881+66.6% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.0pp | 69.3%+19.3pp |
| Annual return | 7.22% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,286 | $2,015+13.5% | $2,850-19.8% | $2,281+0.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $520 | $3,206-83.8% | $4,510-88.5% | $4,296-87.9% |