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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 | $77,935 | $184,014-57.6% | $161,149-51.6% | $138,895-43.9% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.8%+3.0pp | 79.9%+1.9pp |
| Annual return | 15.09% | 21.52%-6.4pp | 21.16%-6.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,613 | $5,055-68.1% | $4,360-63.0% | $4,194-61.5% |
| Participant deferral / active EE | $1,634 | $6,909-76.4% | $6,153-73.4% | $6,396-74.5% |
| Admin fee / account holder | $3,884 | $18,027-78.5% | $15,194-74.4% | $12,562-69.1% |