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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 | $136,860-29.4% | $120,344-19.8% | $154,746-37.6% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 15.73% | 21.38%-5.6pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,844 | $3,533-47.8% | $3,020-38.9% | $4,379-57.9% |
| Participant deferral / active EE | $1,250 | $5,793-78.4% | $5,135-75.7% | $6,730-81.4% |
| Admin fee / account holder | $1,729 | $15,393-88.8% | $12,742-86.4% | $14,365-88.0% |