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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 | $78,716 | $139,948-43.8% | $121,663-35.3% | $154,746-49.1% |
| Participation rate | 91.7% | 78.0%+13.7pp | 74.5%+17.2pp | 80.7%+11.0pp |
| Annual return | 18.33% | 230.52%-212.2pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,951 | $3,521+12.2% | $3,020+30.8% | $4,379-9.8% |
| Participant deferral / active EE | $1,587 | $5,629-71.8% | $4,887-67.5% | $6,730-76.4% |
| Admin fee / account holder | $3,363 | $17,321-80.6% | $14,289-76.5% | $14,365-76.6% |