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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 | $105,286 | $184,014-42.8% | $161,149-34.7% | $138,895-24.2% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.8%+13.5pp | 79.9%+12.4pp |
| Annual return | 17.35% | 21.52%-4.2pp | 21.16%-3.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,857 | $6,909-73.1% | $6,153-69.8% | $6,396-71.0% |
| Admin fee / account holder | $9,868 | $18,027-45.3% | $15,194-35.1% | $12,562-21.4% |