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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 | $137,326 | $181,896-24.5% | $156,551-12.3% | $273,972-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,024 | $6,248-51.6% | $5,501-45.0% | $4,869-37.9% |
| Participant deferral / active EE | $1,504 | $5,550-72.9% | $4,871-69.1% | $5,287-71.6% |
| Admin fee / account holder | $863 | $15,560-94.5% | $13,028-93.4% | $10,133-91.5% |