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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 | $77,038 | $87,733-12.2% | $106,554-27.7% | $85,851-10.3% |
| Participation rate | 92.9% | 71.9%+20.9pp | 76.1%+16.7pp | 69.3%+23.5pp |
| Annual return | 24.53% | 21.86%+2.7pp | 26.80%-2.3pp | 318.63%-294.1pp |
| Employer contribution / active EE | $1,143 | $2,073-44.9% | $2,819-59.5% | $2,565-55.5% |
| Participant deferral / active EE | $1,328 | $3,469-61.7% | $4,398-69.8% | $3,952-66.4% |
| Admin fee / account holder | $4,395 | $6,767-35.1% | $7,408-40.7% | $6,261-29.8% |