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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 | $177,595-55.7% | $148,496-47.0% | $198,609-60.4% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.0%+15.6pp | 82.4%+9.3pp |
| Annual return | 18.33% | 9.97%+8.4pp | 12.33%+6.0pp | 202.70%-184.4pp |
| Employer contribution / active EE | $3,951 | $4,098-3.6% | $3,497+13.0% | $5,055-21.8% |
| Participant deferral / active EE | $1,587 | $5,539-71.3% | $4,808-67.0% | $6,977-77.2% |
| Admin fee / account holder | $3,363 | $27,010-87.5% | $19,547-82.8% | $19,030-82.3% |