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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 | $186,523 | $212,386-12.2% | $199,883-6.7% | $138,895+34.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 13.15% | 47.75%-34.6pp | 43.81%-30.7pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,568 | $6,625-76.3% | $6,261-75.0% | $4,194-62.6% |
| Participant deferral / active EE | $2,495 | $9,617-74.1% | $9,138-72.7% | $6,396-61.0% |
| Admin fee / account holder | $23,017 | $18,233+26.2% | $17,268+33.3% | $12,562+83.2% |