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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 | $27,279 | $124,425-78.1% | $112,040-75.7% | $137,256-80.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 17.64% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,239 | $3,411-63.7% | $2,954-58.1% | $4,156-70.2% |
| Participant deferral / active EE | $1,674 | $5,718-70.7% | $5,098-67.2% | $6,407-73.9% |
| Admin fee / account holder | $2,797 | $15,207-81.6% | $12,098-76.9% | $12,270-77.2% |