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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 | $59,961 | $165,381-63.7% | $149,730-60.0% | $158,966-62.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.67% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,384 | $5,104-72.9% | $4,645-70.2% | $4,762-70.9% |
| Participant deferral / active EE | $1,963 | $7,182-72.7% | $6,843-71.3% | $5,983-67.2% |
| Admin fee / account holder | $411 | $10,809-96.2% | $9,310-95.6% | $11,250-96.3% |