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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 | $151,866 | $117,895+28.8% | $102,460+48.2% | $145,897+4.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 17.84% | 31.92%-14.1pp | 29.47%-11.6pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,263 | $3,619-65.1% | $3,025-58.2% | $4,663-72.9% |
| Participant deferral / active EE | $1,446 | $5,736-74.8% | $5,056-71.4% | $6,689-78.4% |
| Admin fee / account holder | $2,306 | $13,353-82.7% | $9,460-75.6% | $13,390-82.8% |