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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 | $110,337-34.1% | $102,383-28.9% | $145,877-50.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,796 | $4,216-57.4% | $3,870-53.6% | $4,663-61.5% |
| Participant deferral / active EE | $964 | $5,621-82.9% | $5,060-81.0% | $6,691-85.6% |
| Admin fee / account holder | $1,916 | $9,750-80.3% | $8,391-77.2% | $13,402-85.7% |