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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 | $181,165 | $107,666+68.3% | $102,184+77.3% | $154,746+17.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.25% | 29.33%-12.1pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,042 | $3,846-46.9% | $3,594-43.2% | $4,379-53.4% |
| Participant deferral / active EE | $2,554 | $8,719-70.7% | $8,309-69.3% | $6,730-62.1% |
| Admin fee / account holder | $1,125 | $12,943-91.3% | $11,609-90.3% | $14,365-92.2% |