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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 | $19,502 | $148,629-86.9% | $135,982-85.7% | $139,487-86.0% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 23.13% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,576 | $5,247-31.8% | $4,859-26.4% | $4,755-24.8% |
| Participant deferral / active EE | $1,557 | $8,102-80.8% | $7,760-79.9% | $6,713-76.8% |
| Admin fee / account holder | $1,313 | $12,406-89.4% | $10,767-87.8% | $11,407-88.5% |