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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 | $95,732 | $181,062-47.1% | $158,223-39.5% | $155,188-38.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 14.47% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,500 | $4,565-45.2% | $4,109-39.2% | $4,248-41.1% |
| Participant deferral / active EE | $690 | $6,134-88.7% | $5,467-87.4% | $6,531-89.4% |
| Admin fee / account holder | $1,489 | $18,825-92.1% | $16,047-90.7% | $14,480-89.7% |