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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 | $100,970-81.1% | $96,576-80.2% | $137,256-86.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 19.95% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,574 | $3,809-58.7% | $3,553-55.7% | $4,156-62.1% |
| Participant deferral / active EE | $516 | $8,286-93.8% | $7,956-93.5% | $6,407-92.0% |
| Admin fee / account holder | $1,359 | $11,312-88.0% | $11,381-88.1% | $12,270-88.9% |