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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 | $68,756 | $162,821-57.8% | $133,978-48.7% | $158,982-56.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 14.71% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,541 | $4,976-69.0% | $3,919-60.7% | $4,763-67.6% |
| Participant deferral / active EE | $1,715 | $5,910-71.0% | $5,047-66.0% | $5,983-71.3% |
| Admin fee / account holder | $7,100 | $11,742-39.5% | $8,930-20.5% | $11,252-36.9% |