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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 | $104,851 | $176,838-40.7% | $146,685-28.5% | $167,518-37.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 10.40% | 24.04%-13.6pp | 22.75%-12.3pp | 478.71%-468.3pp |
| Employer contribution / active EE | $1,531 | $5,161-70.3% | $4,137-63.0% | $4,838-68.4% |
| Participant deferral / active EE | $1,610 | $6,441-75.0% | $5,507-70.8% | $6,342-74.6% |
| Admin fee / account holder | $15,494 | $13,262+16.8% | $10,281+50.7% | $12,312+25.8% |