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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 | $84,478 | $72,486+16.5% | $87,103-3.0% | $72,976+15.8% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 17.77% | 24.46%-6.7pp | 28.19%-10.4pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,063 | $1,894-43.8% | $2,521-57.8% | $2,440-56.4% |
| Participant deferral / active EE | $1,417 | $3,270-56.7% | $4,049-65.0% | $3,608-60.7% |
| Admin fee / account holder | $1,289 | $5,055-74.5% | $7,491-82.8% | $5,124-74.8% |