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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 | $136,860-41.1% | $120,344-33.0% | $154,746-47.9% |
| Participation rate | 85.0% | 79.9%+5.1pp | 76.7%+8.3pp | 80.7%+4.3pp |
| Annual return | 16.70% | 21.38%-4.7pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,461 | $3,533-58.7% | $3,020-51.6% | $4,379-66.6% |
| Participant deferral / active EE | $1,824 | $5,793-68.5% | $5,135-64.5% | $6,730-72.9% |
| Admin fee / account holder | $6,239 | $15,393-59.5% | $12,742-51.0% | $14,365-56.6% |