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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 | $75,210 | $106,749-29.5% | $145,433-48.3% | $82,448-8.8% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 17.92% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $16,777 | $3,444+387.1% | $4,554+268.4% | $2,551+557.7% |
| Participant deferral / active EE | $2,249 | $6,519-65.5% | $7,897-71.5% | $4,139-45.7% |
| Admin fee / account holder | $3,780 | $8,390-54.9% | $13,129-71.2% | $7,234-47.7% |