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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 | $108,054 | $139,948-22.8% | $121,663-11.2% | $154,746-30.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 12.01% | 230.52%-218.5pp | 147.54%-135.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $906 | $3,521-74.3% | $3,020-70.0% | $4,379-79.3% |
| Participant deferral / active EE | $906 | $5,629-83.9% | $4,887-81.5% | $6,730-86.5% |
| Admin fee / account holder | $4,245 | $17,321-75.5% | $14,289-70.3% | $14,365-70.5% |