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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 | $88,322 | $184,014-52.0% | $161,149-45.2% | $138,895-36.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.10% | 21.52%-4.4pp | 21.16%-4.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,628 | $5,055-67.8% | $4,360-62.7% | $4,194-61.2% |
| Participant deferral / active EE | $1,975 | $6,909-71.4% | $6,153-67.9% | $6,396-69.1% |
| Admin fee / account holder | $1,130 | $18,027-93.7% | $15,194-92.6% | $12,562-91.0% |