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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 | $68,732 | $185,883-63.0% | $170,043-59.6% | $139,466-50.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.96% | 60.54%-47.6pp | 53.40%-40.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,485 | $7,596-80.5% | $6,790-78.1% | $4,754-68.8% |
| Participant deferral / active EE | $1,840 | $11,626-84.2% | $10,410-82.3% | $6,712-72.6% |
| Admin fee / account holder | $2,783 | $15,393-81.9% | $12,824-78.3% | $11,409-75.6% |