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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 | $166,203 | $154,209+7.8% | $130,062+27.8% | $139,487+19.2% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.7pp | 80.3%+0.9pp |
| Annual return | 13.40% | 32.52%-19.1pp | -137.37%+150.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,540 | $5,292-70.9% | $4,322-64.4% | $4,755-67.6% |
| Participant deferral / active EE | $1,721 | $6,709-74.4% | $5,821-70.4% | $6,713-74.4% |
| Admin fee / account holder | $12,023 | $13,988-14.1% | $10,601+13.4% | $11,407+5.4% |