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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 | $63,435 | $126,661-49.9% | $113,397-44.1% | $138,895-54.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 17.64% | 25.05%-7.4pp | 23.20%-5.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,519 | $3,456+30.7% | $2,977+51.8% | $4,194+7.7% |
| Participant deferral / active EE | $1,607 | $5,693-71.8% | $5,076-68.3% | $6,396-74.9% |
| Admin fee / account holder | $661 | $14,549-95.5% | $11,957-94.5% | $12,562-94.7% |