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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 | $36,447 | $124,425-70.7% | $112,040-67.5% | $137,256-73.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.77% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,200 | $3,411-64.8% | $2,954-59.4% | $4,156-71.1% |
| Participant deferral / active EE | $1,354 | $5,718-76.3% | $5,098-73.4% | $6,407-78.9% |
| Admin fee / account holder | $679 | $15,207-95.5% | $12,098-94.4% | $12,270-94.5% |