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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 | $23,648 | $160,028-85.2% | $147,080-83.9% | $145,884-83.8% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 18.28% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,095 | $5,286-79.3% | $4,933-77.8% | $4,662-76.5% |
| Participant deferral / active EE | $2,244 | $8,422-73.4% | $8,066-72.2% | $6,690-66.5% |
| Admin fee / account holder | $2,140 | $15,030-85.8% | $12,989-83.5% | $13,392-84.0% |