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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 | $95,473 | $136,860-30.2% | $120,344-20.7% | $154,746-38.3% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 14.60% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,451 | $3,533-58.9% | $3,020-51.9% | $4,379-66.9% |
| Participant deferral / active EE | $1,719 | $5,793-70.3% | $5,135-66.5% | $6,730-74.5% |
| Admin fee / account holder | $5,042 | $15,393-67.2% | $12,742-60.4% | $14,365-64.9% |