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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 | $91,529 | $126,661-27.7% | $113,397-19.3% | $138,895-34.1% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 17.18% | 25.05%-7.9pp | 23.20%-6.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,474 | $3,456-57.4% | $2,977-50.5% | $4,194-64.9% |
| Participant deferral / active EE | $1,845 | $5,693-67.6% | $5,076-63.7% | $6,396-71.2% |
| Admin fee / account holder | $48,279 | $14,549+231.8% | $11,957+303.8% | $12,562+284.3% |