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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 | $72,761 | $111,814-34.9% | $103,374-29.6% | $145,959-50.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.46% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,796 | $4,214-57.4% | $3,869-53.6% | $4,661-61.5% |
| Participant deferral / active EE | $964 | $5,618-82.8% | $5,058-80.9% | $6,689-85.6% |
| Admin fee / account holder | $1,916 | $9,754-80.4% | $8,394-77.2% | $13,398-85.7% |