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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 | $96,143 | $155,555-38.2% | $146,866-34.5% | $155,188-38.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 15.16% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,708 | $4,647-63.2% | $4,425-61.4% | $4,248-59.8% |
| Participant deferral / active EE | $1,800 | $8,044-77.6% | $7,759-76.8% | $6,531-72.4% |
| Admin fee / account holder | $21,677 | $14,755+46.9% | $13,620+59.2% | $14,480+49.7% |