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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 | $24,269 | $162,136-85.0% | $152,301-84.1% | $154,746-84.3% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 22.39% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,109 | $4,890-77.3% | $4,624-76.0% | $4,379-74.7% |
| Participant deferral / active EE | $2,581 | $8,341-69.1% | $8,004-67.8% | $6,730-61.6% |
| Admin fee / account holder | $788 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |