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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 | $199,109-44.7% | $173,730-36.6% | $154,746-28.8% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.6%-6.2pp | 80.7%-7.4pp |
| Annual return | 14.84% | 20.02%-5.2pp | 19.96%-5.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,329 | $5,311-75.0% | $4,577-71.0% | $4,379-69.7% |
| Participant deferral / active EE | $1,892 | $7,113-73.4% | $6,326-70.1% | $6,730-71.9% |
| Admin fee / account holder | $5,897 | $20,916-71.8% | $17,523-66.3% | $14,365-58.9% |