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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 | $19,837 | $112,729-82.4% | $98,716-79.9% | $137,256-85.5% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.3%+24.5pp | 80.0%+13.8pp |
| Annual return | 12.22% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,415 | $2,725+25.3% | $2,279+49.9% | $4,156-17.8% |
| Participant deferral / active EE | $955 | $4,640-79.4% | $4,048-76.4% | $6,407-85.1% |
| Admin fee / account holder | $3,118 | $10,129-69.2% | $8,703-64.2% | $12,270-74.6% |