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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 | $117,829-44.3% | $102,423-35.9% | $145,877-55.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.83% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,137 | $3,615-68.5% | $3,023-62.4% | $4,663-75.6% |
| Participant deferral / active EE | $1,172 | $5,732-79.6% | $5,054-76.8% | $6,691-82.5% |
| Admin fee / account holder | $4,830 | $13,335-63.8% | $9,455-48.9% | $13,402-64.0% |