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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 | $124,425-50.9% | $112,040-45.5% | $137,256-55.5% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 14.26% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,088 | $3,411-68.1% | $2,954-63.2% | $4,156-73.8% |
| Participant deferral / active EE | $1,524 | $5,718-73.4% | $5,098-70.1% | $6,407-76.2% |
| Admin fee / account holder | $1,051 | $15,207-93.1% | $12,098-91.3% | $12,270-91.4% |