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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 | $136,930 | $157,276-12.9% | $141,177-3.0% | $152,885-10.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.93% | 64.33%-40.4pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,002 | $5,262-81.0% | $4,736-78.8% | $4,763-79.0% |
| Participant deferral / active EE | $1,369 | $7,110-80.7% | $6,710-79.6% | $5,851-76.6% |
| Admin fee / account holder | $1,831 | $12,123-84.9% | $10,263-82.2% | $11,598-84.2% |