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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 | $156,042 | $126,661+23.2% | $113,397+37.6% | $138,895+12.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 12.03% | 25.05%-13.0pp | 23.20%-11.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,491 | $3,456-56.9% | $2,977-49.9% | $4,194-64.5% |
| Participant deferral / active EE | $1,775 | $5,693-68.8% | $5,076-65.0% | $6,396-72.2% |
| Admin fee / account holder | $18,555 | $14,549+27.5% | $11,957+55.2% | $12,562+47.7% |