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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 | $95,014 | $136,860-30.6% | $120,344-21.0% | $154,746-38.6% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 12.70% | 21.38%-8.7pp | 20.30%-7.6pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,039 | $3,533-70.6% | $3,020-65.6% | $4,379-76.3% |
| Participant deferral / active EE | $1,947 | $5,793-66.4% | $5,135-62.1% | $6,730-71.1% |
| Admin fee / account holder | $714 | $15,393-95.4% | $12,742-94.4% | $14,365-95.0% |