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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 | $80,582 | $167,415-51.9% | $140,514-42.7% | $198,609-59.4% |
| Participation rate | 85.0% | 80.9%+4.1pp | 77.8%+7.2pp | 82.4%+2.6pp |
| Annual return | 16.70% | 13.85%+2.8pp | 14.36%+2.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,461 | $4,088-64.3% | $3,378-56.8% | $5,055-71.1% |
| Participant deferral / active EE | $1,824 | $5,579-67.3% | $4,919-62.9% | $6,977-73.9% |
| Admin fee / account holder | $6,239 | $16,730-62.7% | $13,697-54.4% | $19,030-67.2% |