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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 | $48,366 | $157,276-69.2% | $141,177-65.7% | $152,885-68.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.50% | 64.33%-41.8pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,323 | $5,262-74.8% | $4,736-72.1% | $4,763-72.2% |
| Participant deferral / active EE | $1,859 | $7,110-73.9% | $6,710-72.3% | $5,851-68.2% |
| Admin fee / account holder | $441 | $12,123-96.4% | $10,263-95.7% | $11,598-96.2% |