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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 | $35,163 | $155,555-77.4% | $146,866-76.1% | $155,188-77.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 14.76% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $761 | $4,647-83.6% | $4,425-82.8% | $4,248-82.1% |
| Participant deferral / active EE | $1,712 | $8,044-78.7% | $7,759-77.9% | $6,531-73.8% |
| Admin fee / account holder | $555 | $14,755-96.2% | $13,620-95.9% | $14,480-96.2% |