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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 | $105,634 | $155,555-32.1% | $146,866-28.1% | $155,188-31.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 15.74% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,020 | $4,647-78.0% | $4,425-76.9% | $4,248-76.0% |
| Participant deferral / active EE | $1,538 | $8,044-80.9% | $7,759-80.2% | $6,531-76.4% |
| Admin fee / account holder | $721 | $14,755-95.1% | $13,620-94.7% | $14,480-95.0% |