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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 | $18,913 | $95,959-80.3% | $97,411-80.6% | $138,895-86.4% |
| Participation rate | 94.7% | 81.8%+12.9pp | 80.4%+14.4pp | 79.9%+14.8pp |
| Annual return | 15.65% | 29.30%-13.6pp | 34.72%-19.1pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,140 | $4,278-50.0% | $4,210-49.2% | $4,194-49.0% |
| Participant deferral / active EE | $1,325 | $5,876-77.4% | $5,886-77.5% | $6,396-79.3% |
| Admin fee / account holder | $1,284 | $7,555-83.0% | $7,145-82.0% | $12,562-89.8% |