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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 | $120,622 | $201,370-40.1% | $184,256-34.5% | $145,897-17.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.49% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,244 | $7,024-68.1% | $6,427-65.1% | $4,663-51.9% |
| Participant deferral / active EE | $2,994 | $9,808-69.5% | $9,133-67.2% | $6,689-55.2% |
| Admin fee / account holder | $12,755 | $16,364-22.1% | $13,899-8.2% | $13,390-4.7% |