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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 | $185,141-32.3% | $153,416-18.3% | $155,188-19.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 13.60% | 18.72%-5.1pp | 17.84%-4.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,999 | $4,489-55.5% | $3,764-46.9% | $4,248-52.9% |
| Participant deferral / active EE | $1,268 | $5,477-76.9% | $4,723-73.2% | $6,531-80.6% |
| Admin fee / account holder | $3,381 | $16,005-78.9% | $13,095-74.2% | $14,480-76.7% |