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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 | $33,116 | $154,228-78.5% | $145,433-77.2% | $137,256-75.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.84% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,152 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $2,257 | $8,216-72.5% | $7,897-71.4% | $6,407-64.8% |
| Admin fee / account holder | $1,481 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |