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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 | $204,078 | $239,571-14.8% | $183,328+11.3% | $137,256+48.7% |
| Participation rate | 83.3% | 82.4%+0.9pp | 77.3%+6.0pp | 80.0%+3.4pp |
| Annual return | 17.44% | 35.69%-18.2pp | 29.67%-12.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,095 | $7,995-86.3% | $6,795-83.9% | $6,407-82.9% |
| Admin fee / account holder | $14,373 | $30,059-52.2% | $21,427-32.9% | $12,270+17.1% |