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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 | $34,128 | $136,860-75.1% | $120,344-71.6% | $154,746-77.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 19.39% | 21.38%-2.0pp | 20.30%-0.9pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,365 | $3,533-33.1% | $3,020-21.7% | $4,379-46.0% |
| Participant deferral / active EE | $1,229 | $5,793-78.8% | $5,135-76.1% | $6,730-81.7% |
| Admin fee / account holder | $412 | $15,393-97.3% | $12,742-96.8% | $14,365-97.1% |