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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 | $32,341 | $162,136-80.1% | $152,301-78.8% | $154,746-79.1% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 20.37% | 91.02%-70.7pp | 80.50%-60.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,215 | $4,890-75.2% | $4,624-73.7% | $4,379-72.3% |
| Participant deferral / active EE | $1,889 | $8,341-77.3% | $8,004-76.4% | $6,730-71.9% |
| Admin fee / account holder | $569 | $15,759-96.4% | $14,398-96.0% | $14,365-96.0% |