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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 | $47,718 | $154,228-69.1% | $145,433-67.2% | $137,256-65.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.20% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $967 | $4,804-79.9% | $4,554-78.8% | $4,156-76.7% |
| Participant deferral / active EE | $1,587 | $8,216-80.7% | $7,897-79.9% | $6,407-75.2% |
| Admin fee / account holder | $5,043 | $14,344-64.8% | $13,129-61.6% | $12,270-58.9% |