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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 | $35,918 | $183,516-80.4% | $155,534-76.9% | $145,884-75.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 12.77% | 61.43%-48.7pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,289 | $5,315-75.7% | $4,675-72.4% | $4,662-72.3% |
| Participant deferral / active EE | $1,775 | $6,467-72.5% | $5,630-68.5% | $6,690-73.5% |
| Admin fee / account holder | $1,969 | $19,293-89.8% | $15,900-87.6% | $13,392-85.3% |