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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 | $100,576 | $138,312-27.3% | $122,979-18.2% | $155,188-35.2% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 20.55% | 22.06%-1.5pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,045 | $3,530-42.1% | $3,062-33.2% | $4,248-51.8% |
| Participant deferral / active EE | $654 | $5,592-88.3% | $5,003-86.9% | $6,531-90.0% |
| Admin fee / account holder | $3,798 | $15,089-74.8% | $12,864-70.5% | $14,480-73.8% |