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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 | $71,641 | $181,896-60.6% | $156,551-54.2% | $273,972-73.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 9.30% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,616 | $5,550-70.9% | $4,871-66.8% | $5,287-69.4% |
| Admin fee / account holder | $657 | $15,560-95.8% | $13,028-95.0% | $10,133-93.5% |