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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 | $167,633 | $135,905+23.3% | $126,068+33.0% | $198,609-15.6% |
| Participation rate | 81.8% | 85.6%-3.8pp | 84.7%-2.9pp | 82.4%-0.6pp |
| Annual return | 15.49% | 14.07%+1.4pp | 15.01%+0.5pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,569 | $8,523-58.1% | $8,214-56.5% | $6,977-48.8% |
| Admin fee / account holder | $2,964 | $21,036-85.9% | $18,264-83.8% | $19,030-84.4% |