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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 | $24,004 | $157,276-84.7% | $141,177-83.0% | $152,885-84.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 18.32% | 64.33%-46.0pp | 71.40%-53.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,634 | $5,262-69.0% | $4,736-65.5% | $4,763-65.7% |
| Participant deferral / active EE | $1,963 | $7,110-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $590 | $12,123-95.1% | $10,263-94.2% | $11,598-94.9% |