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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 | $70,043 | $117,904-40.6% | $102,457-31.6% | $145,978-52.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 16.02% | 31.80%-15.8pp | 29.41%-13.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,667 | $3,613-53.9% | $3,022-44.9% | $4,662-64.2% |
| Participant deferral / active EE | $1,314 | $5,733-77.1% | $5,054-74.0% | $6,690-80.4% |
| Admin fee / account holder | $4,481 | $13,329-66.4% | $9,451-52.6% | $13,400-66.6% |