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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 | $31,878 | $157,296-79.7% | $141,191-77.4% | $152,897-79.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.26% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,726 | $5,262-67.2% | $4,736-63.5% | $4,764-63.8% |
| Participant deferral / active EE | $1,726 | $7,111-75.7% | $6,710-74.3% | $5,851-70.5% |
| Admin fee / account holder | $1,311 | $12,125-89.2% | $10,264-87.2% | $11,599-88.7% |