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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 | $96,568 | $124,425-22.4% | $112,040-13.8% | $137,256-29.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 15.73% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,844 | $3,411-45.9% | $2,954-37.6% | $4,156-55.6% |
| Participant deferral / active EE | $1,250 | $5,718-78.1% | $5,098-75.5% | $6,407-80.5% |
| Admin fee / account holder | $1,729 | $15,207-88.6% | $12,098-85.7% | $12,270-85.9% |