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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 | $120,750 | $103,393+16.8% | $87,103+38.6% | $152,909-21.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 23.52% | 28.10%-4.6pp | 28.19%-4.7pp | 345.46%-321.9pp |
| Employer contribution / active EE | $844 | $3,221-73.8% | $2,521-66.5% | $4,764-82.3% |
| Participant deferral / active EE | $1,113 | $4,778-76.7% | $4,049-72.5% | $5,851-81.0% |
| Admin fee / account holder | $1,017 | $12,195-91.7% | $7,491-86.4% | $11,601-91.2% |