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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 | $185,312-48.3% | $161,489-40.7% | $154,746-38.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.47% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,500 | $4,769-47.6% | $4,268-41.4% | $4,379-42.9% |
| Participant deferral / active EE | $690 | $6,350-89.1% | $5,630-87.7% | $6,730-89.7% |
| Admin fee / account holder | $1,489 | $18,654-92.0% | $16,006-90.7% | $14,365-89.6% |