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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 | $23,371 | $92,798-74.8% | $96,707-75.8% | $137,256-83.0% |
| Participation rate | 90.0% | 81.6%+8.4pp | 80.4%+9.6pp | 80.0%+10.0pp |
| Annual return | 18.29% | 31.24%-13.0pp | 34.78%-16.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,580 | $4,147-37.8% | $4,191-38.4% | $4,156-37.9% |
| Participant deferral / active EE | $810 | $5,877-86.2% | $5,997-86.5% | $6,407-87.4% |
| Admin fee / account holder | $367 | $7,946-95.4% | $7,503-95.1% | $12,270-97.0% |