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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 | $61,107 | $136,860-55.4% | $120,344-49.2% | $154,746-60.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 14.26% | 21.38%-7.1pp | 20.30%-6.0pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,088 | $3,533-69.2% | $3,020-64.0% | $4,379-75.2% |
| Participant deferral / active EE | $1,524 | $5,793-73.7% | $5,135-70.3% | $6,730-77.4% |
| Admin fee / account holder | $1,051 | $15,393-93.2% | $12,742-91.8% | $14,365-92.7% |