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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 | $19,082 | $107,666-82.3% | $102,184-81.3% | $154,746-87.7% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 19.95% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,574 | $3,846-59.1% | $3,594-56.2% | $4,379-64.1% |
| Participant deferral / active EE | $516 | $8,719-94.1% | $8,309-93.8% | $6,730-92.3% |
| Admin fee / account holder | $1,359 | $12,943-89.5% | $11,609-88.3% | $14,365-90.5% |