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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 | $100,387 | $192,829-47.9% | $142,516-29.6% | $139,466-28.0% |
| Participation rate | 77.8% | 81.4%-3.7pp | 76.8%+1.0pp | 80.3%-2.6pp |
| Annual return | 11.59% | 17.99%-6.4pp | 19.99%-8.4pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,601 | $5,808-72.4% | $4,849-67.0% | $4,754-66.3% |
| Participant deferral / active EE | $1,991 | $7,200-72.3% | $6,280-68.3% | $6,712-70.3% |
| Admin fee / account holder | $882 | $15,120-94.2% | $10,008-91.2% | $11,409-92.3% |