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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 | $81,908 | $185,312-55.8% | $161,489-49.3% | $154,746-47.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.46% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,143 | $4,769-76.0% | $4,268-73.2% | $4,379-73.9% |
| Participant deferral / active EE | $1,306 | $6,350-79.4% | $5,630-76.8% | $6,730-80.6% |
| Admin fee / account holder | $11,204 | $18,654-39.9% | $16,006-30.0% | $14,365-22.0% |