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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 | $42,651 | $138,312-69.2% | $122,979-65.3% | $155,188-72.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 13.45% | 22.06%-8.6pp | 20.12%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,279 | $3,530-63.8% | $3,062-58.2% | $4,248-69.9% |
| Participant deferral / active EE | $1,711 | $5,592-69.4% | $5,003-65.8% | $6,531-73.8% |
| Admin fee / account holder | $1,190 | $15,089-92.1% | $12,864-90.8% | $14,480-91.8% |