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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 | $96,754 | $93,598+3.4% | $135,974-28.8% | $75,173+28.7% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 21.37% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.4pp |
| Employer contribution / active EE | $1,206 | $3,538-65.9% | $4,859-75.2% | $2,671-54.8% |
| Participant deferral / active EE | $1,547 | $6,405-75.8% | $7,760-80.1% | $4,126-62.5% |
| Admin fee / account holder | $941 | $6,978-86.5% | $10,767-91.3% | $5,651-83.4% |