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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 | $89,157 | $83,485+6.8% | $125,180-28.8% | $72,983+22.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.55% | 25.78%-7.2pp | 43.79%-25.2pp | 81.01%-62.5pp |
| Employer contribution / active EE | $3,148 | $2,346+34.2% | $3,866-18.6% | $2,440+29.0% |
| Participant deferral / active EE | $1,391 | $3,586-61.2% | $4,937-71.8% | $3,608-61.4% |
| Admin fee / account holder | $4,120 | $5,518-25.3% | $9,703-57.5% | $5,124-19.6% |