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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 | $16,116 | $102,609-84.3% | $98,090-83.6% | $138,895-88.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 39.68% | 36.44%+3.2pp | 37.05%+2.6pp | 145.39%-105.7pp |
| Employer contribution / active EE | $1,079 | $3,867-72.1% | $3,606-70.1% | $4,194-74.3% |
| Participant deferral / active EE | $1,645 | $8,167-79.9% | $7,845-79.0% | $6,396-74.3% |
| Admin fee / account holder | $354 | $11,434-96.9% | $11,815-97.0% | $12,562-97.2% |