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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 | $24,830 | $162,136-84.7% | $152,301-83.7% | $154,746-84.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.27% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,006 | $4,890-79.4% | $4,624-78.3% | $4,379-77.0% |
| Participant deferral / active EE | $2,518 | $8,341-69.8% | $8,004-68.5% | $6,730-62.6% |
| Admin fee / account holder | $2,468 | $15,759-84.3% | $14,398-82.9% | $14,365-82.8% |