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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 | $97,289-80.4% | $92,805-79.4% | $155,188-87.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 19.95% | 29.03%-9.1pp | 31.59%-11.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,574 | $3,632-56.7% | $3,424-54.0% | $4,248-62.9% |
| Participant deferral / active EE | $516 | $8,795-94.1% | $8,448-93.9% | $6,531-92.1% |
| Admin fee / account holder | $1,359 | $12,015-88.7% | $10,911-87.5% | $14,480-90.6% |