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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 | $125,416 | $162,967-23.0% | $135,792-7.6% | $138,895-9.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 13.60% | 30.08%-16.5pp | 25.96%-12.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,999 | $4,211-52.5% | $3,496-42.8% | $4,194-52.3% |
| Participant deferral / active EE | $1,268 | $5,640-77.5% | $4,759-73.4% | $6,396-80.2% |
| Admin fee / account holder | $3,381 | $15,306-77.9% | $12,266-72.4% | $12,562-73.1% |