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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 | $88,961 | $123,155-27.8% | $108,753-18.2% | $155,188-42.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 15.15% | 44.73%-29.6pp | 37.47%-22.3pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,399 | $2,811-50.2% | $2,427-42.3% | $4,248-67.1% |
| Participant deferral / active EE | $1,054 | $4,623-77.2% | $4,115-74.4% | $6,531-83.9% |
| Admin fee / account holder | $2,463 | $12,126-79.7% | $10,320-76.1% | $14,480-83.0% |