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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 | $24,082 | $209,336-88.5% | $197,124-87.8% | $137,256-82.5% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 20.15% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,956 | $6,591-70.3% | $6,227-68.6% | $4,156-52.9% |
| Participant deferral / active EE | $1,969 | $9,614-79.5% | $9,135-78.4% | $6,407-69.3% |
| Admin fee / account holder | $1,318 | $17,308-92.4% | $16,298-91.9% | $12,270-89.3% |