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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 | $34,092 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.14% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,031 | $4,804-78.5% | $4,554-77.4% | $4,156-75.2% |
| Participant deferral / active EE | $2,288 | $8,216-72.1% | $7,897-71.0% | $6,407-64.3% |
| Admin fee / account holder | $1,262 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |