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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 | $127,835 | $157,304-18.7% | $141,197-9.5% | $152,909-16.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.62% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,414 | $5,263-73.1% | $4,736-70.2% | $4,764-70.3% |
| Participant deferral / active EE | $1,576 | $7,111-77.8% | $6,710-76.5% | $5,851-73.1% |
| Admin fee / account holder | $312 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |