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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 | $95,691 | $97,289-1.6% | $92,805+3.1% | $155,188-38.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.78% | 29.03%-10.3pp | 31.59%-12.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,289 | $3,632-37.0% | $3,424-33.2% | $4,248-46.1% |
| Participant deferral / active EE | $2,582 | $8,795-70.6% | $8,448-69.4% | $6,531-60.5% |
| Admin fee / account holder | $717 | $12,015-94.0% | $10,911-93.4% | $14,480-95.0% |