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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 | $18,093 | $124,425-85.5% | $112,040-83.9% | $137,256-86.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 10.94% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $922 | $3,411-73.0% | $2,954-68.8% | $4,156-77.8% |
| Participant deferral / active EE | $1,663 | $5,718-70.9% | $5,098-67.4% | $6,407-74.0% |
| Admin fee / account holder | $765 | $15,207-95.0% | $12,098-93.7% | $12,270-93.8% |