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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 | $65,659 | $117,846-44.3% | $102,434-35.9% | $145,884-55.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.83% | 31.90%-21.1pp | 29.46%-18.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,137 | $3,615-68.6% | $3,023-62.4% | $4,662-75.6% |
| Participant deferral / active EE | $1,172 | $5,733-79.6% | $5,055-76.8% | $6,690-82.5% |
| Admin fee / account holder | $4,830 | $13,356-63.8% | $9,462-49.0% | $13,392-63.9% |