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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 | $103,191 | $64,716+59.5% | $112,258-8.1% | $68,495+50.7% |
| Participation rate | 92.8% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.9pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,759 | $2,746+73.3% | $3,636+30.9% | $2,596+83.3% |
| Participant deferral / active EE | $1,437 | $3,565-59.7% | $4,728-69.6% | $4,028-64.3% |
| Admin fee / account holder | $4,905 | $5,232-6.3% | $6,411-23.5% | $5,403-9.2% |