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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 | $97,531 | $110,379-11.6% | $102,412-4.8% | $145,884-33.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 16.54% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,217 | $4,216-71.1% | $3,870-68.5% | $4,662-73.9% |
| Participant deferral / active EE | $1,462 | $5,622-74.0% | $5,060-71.1% | $6,690-78.1% |
| Admin fee / account holder | $8,915 | $9,745-8.5% | $8,388+6.3% | $13,392-33.4% |