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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 | $56,027 | $212,386-73.6% | $199,883-72.0% | $138,895-59.7% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 12.04% | 47.75%-35.7pp | 43.81%-31.8pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,225 | $6,625-51.3% | $6,261-48.5% | $4,194-23.1% |
| Participant deferral / active EE | $1,330 | $9,617-86.2% | $9,138-85.5% | $6,396-79.2% |
| Admin fee / account holder | $4,935 | $18,233-72.9% | $17,268-71.4% | $12,562-60.7% |