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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 | $102,447 | $104,098-1.6% | $140,514-27.1% | $94,015+9.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 18.85% | 15.14%+3.7pp | 14.36%+4.5pp | 17.84%+1.0pp |
| Employer contribution / active EE | $2,044 | $2,388-14.4% | $3,378-39.5% | $2,790-26.7% |
| Participant deferral / active EE | $569 | $4,033-85.9% | $4,919-88.4% | $4,249-86.6% |
| Admin fee / account holder | $1,337 | $10,439-87.2% | $13,697-90.2% | $8,951-85.1% |