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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 | $183,592-80.4% | $155,574-76.9% | $145,877-75.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 12.77% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,289 | $5,317-75.7% | $4,676-72.4% | $4,663-72.3% |
| Participant deferral / active EE | $1,775 | $6,466-72.5% | $5,629-68.5% | $6,691-73.5% |
| Admin fee / account holder | $1,969 | $19,316-89.8% | $15,914-87.6% | $13,402-85.3% |