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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 | $138,312-73.6% | $122,979-70.4% | $155,188-76.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 15.77% | 22.06%-6.3pp | 20.12%-4.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,200 | $3,530-66.0% | $3,062-60.8% | $4,248-71.8% |
| Participant deferral / active EE | $1,354 | $5,592-75.8% | $5,003-72.9% | $6,531-79.3% |
| Admin fee / account holder | $679 | $15,089-95.5% | $12,864-94.7% | $14,480-95.3% |