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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 | $28,726 | $165,381-82.6% | $149,730-80.8% | $158,966-81.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.05% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,415 | $5,104-72.3% | $4,645-69.5% | $4,762-70.3% |
| Participant deferral / active EE | $1,415 | $7,182-80.3% | $6,843-79.3% | $5,983-76.4% |
| Admin fee / account holder | $2,217 | $10,809-79.5% | $9,310-76.2% | $11,250-80.3% |