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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 | $251,004-18.7% | $191,597+6.5% | $138,895+46.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 76.9%+6.4pp | 79.9%+3.4pp |
| Annual return | 17.44% | 31.05%-13.6pp | 27.07%-9.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,095 | $8,154-86.6% | $6,850-84.0% | $6,396-82.9% |
| Admin fee / account holder | $14,373 | $31,471-54.3% | $22,799-37.0% | $12,562+14.4% |