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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 | $83,940 | $155,555-46.0% | $146,866-42.8% | $155,188-45.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 17.46% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $930 | $4,647-80.0% | $4,425-79.0% | $4,248-78.1% |
| Participant deferral / active EE | $1,519 | $8,044-81.1% | $7,759-80.4% | $6,531-76.7% |
| Admin fee / account holder | $2,494 | $14,755-83.1% | $13,620-81.7% | $14,480-82.8% |