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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 | $21,283 | $126,661-83.2% | $113,397-81.2% | $138,895-84.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 16.71% | 25.05%-8.3pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $853 | $3,456-75.3% | $2,977-71.3% | $4,194-79.7% |
| Participant deferral / active EE | $1,604 | $5,693-71.8% | $5,076-68.4% | $6,396-74.9% |
| Admin fee / account holder | $1,681 | $14,549-88.4% | $11,957-85.9% | $12,562-86.6% |