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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 | $72,236 | $211,224-65.8% | $178,505-59.5% | $145,897-50.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.79% | 30.28%-19.5pp | 27.16%-16.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $694 | $4,577-84.8% | $3,955-82.5% | $4,663-85.1% |
| Participant deferral / active EE | $778 | $6,966-88.8% | $6,280-87.6% | $6,689-88.4% |
| Admin fee / account holder | $2,211 | $12,109-81.7% | $10,428-78.8% | $13,390-83.5% |