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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 | $110,115 | $213,785-48.5% | $185,441-40.6% | $155,188-29.0% |
| Participation rate | 73.3% | 83.2%-9.9pp | 80.3%-6.9pp | 80.8%-7.5pp |
| Annual return | 14.84% | 19.97%-5.1pp | 20.16%-5.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,329 | $5,393-75.4% | $4,672-71.6% | $4,248-68.7% |
| Participant deferral / active EE | $1,892 | $6,864-72.4% | $6,152-69.2% | $6,531-71.0% |
| Admin fee / account holder | $5,897 | $21,134-72.1% | $17,890-67.0% | $14,480-59.3% |