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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 | $35,648 | $182,442-80.5% | $163,379-78.2% | $138,895-74.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.8%+7.8pp | 79.9%+4.7pp |
| Annual return | 20.21% | 72.74%-52.5pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $588 | $4,159-85.9% | $3,752-84.3% | $4,194-86.0% |
| Participant deferral / active EE | $816 | $6,817-88.0% | $6,282-87.0% | $6,396-87.2% |
| Admin fee / account holder | $686 | $10,396-93.4% | $9,818-93.0% | $12,562-94.5% |