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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 | $159,601 | $153,769+3.8% | $133,975+19.1% | $273,972-41.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 7.54% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,266 | $6,029-45.8% | $5,211-37.3% | $4,869-32.9% |
| Participant deferral / active EE | $2,016 | $6,958-71.0% | $6,282-67.9% | $5,287-61.9% |
| Admin fee / account holder | $7,977 | $11,765-32.2% | $9,324-14.5% | $10,133-21.3% |