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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 | $53,147 | $124,425-57.3% | $112,040-52.6% | $137,256-61.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 11.47% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,334 | $3,411-60.9% | $2,954-54.8% | $4,156-67.9% |
| Participant deferral / active EE | $1,690 | $5,718-70.5% | $5,098-66.9% | $6,407-73.6% |
| Admin fee / account holder | $4,197 | $15,207-72.4% | $12,098-65.3% | $12,270-65.8% |