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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 | $163,817 | $167,415-2.1% | $140,514+16.6% | $198,609-17.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.14% | 13.85%+4.3pp | 14.36%+3.8pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,469 | $4,088-64.1% | $3,378-56.5% | $5,055-71.0% |
| Participant deferral / active EE | $1,414 | $5,579-74.7% | $4,919-71.2% | $6,977-79.7% |
| Admin fee / account holder | $10,619 | $16,730-36.5% | $13,697-22.5% | $19,030-44.2% |