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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 | $138,010 | $115,225+19.8% | $100,712+37.0% | $138,895-0.6% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 12.90% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $627 | $2,771-77.4% | $2,313-72.9% | $4,194-85.0% |
| Participant deferral / active EE | $1,151 | $4,699-75.5% | $4,085-71.8% | $6,396-82.0% |
| Admin fee / account holder | $4,015 | $10,844-63.0% | $9,256-56.6% | $12,562-68.0% |