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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 | $201,259-40.1% | $184,200-34.5% | $145,959-17.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.49% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,244 | $7,018-68.0% | $6,424-65.1% | $4,661-51.9% |
| Participant deferral / active EE | $2,994 | $9,806-69.5% | $9,132-67.2% | $6,689-55.2% |
| Admin fee / account holder | $12,755 | $16,372-22.1% | $13,907-8.3% | $13,398-4.8% |