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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 | $108,525 | $181,062-40.1% | $158,223-31.4% | $155,188-30.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 15.13% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,236 | $4,565-72.9% | $4,109-69.9% | $4,248-70.9% |
| Participant deferral / active EE | $1,890 | $6,134-69.2% | $5,467-65.4% | $6,531-71.1% |
| Admin fee / account holder | $10,495 | $18,825-44.3% | $16,047-34.6% | $14,480-27.5% |