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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 | $117,846+28.9% | $102,434+48.3% | $145,884+4.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 17.84% | 31.90%-14.1pp | 29.46%-11.6pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,263 | $3,615-65.0% | $3,023-58.2% | $4,662-72.9% |
| Participant deferral / active EE | $1,446 | $5,733-74.8% | $5,055-71.4% | $6,690-78.4% |
| Admin fee / account holder | $2,306 | $13,356-82.7% | $9,462-75.6% | $13,392-82.8% |