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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 | $40,408 | $199,109-79.7% | $173,730-76.7% | $154,746-73.9% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.6%-7.3pp | 80.7%-8.5pp |
| Annual return | 14.44% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,948 | $5,311-63.3% | $4,577-57.4% | $4,379-55.5% |
| Participant deferral / active EE | $940 | $7,113-86.8% | $6,326-85.1% | $6,730-86.0% |
| Admin fee / account holder | $3,267 | $20,916-84.4% | $17,523-81.4% | $14,365-77.3% |