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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 | $103,280 | $183,592-43.7% | $155,574-33.6% | $145,877-29.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.61% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,102 | $5,317-79.3% | $4,676-76.4% | $4,663-76.4% |
| Participant deferral / active EE | $1,329 | $6,466-79.5% | $5,629-76.4% | $6,691-80.1% |
| Admin fee / account holder | $1,508 | $19,316-92.2% | $15,914-90.5% | $13,402-88.8% |