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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 | $50,470 | $212,386-76.2% | $199,883-74.8% | $138,895-63.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 12.93% | 47.75%-34.8pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,765 | $6,625-73.4% | $6,261-71.8% | $4,194-57.9% |
| Participant deferral / active EE | $2,700 | $9,617-71.9% | $9,138-70.5% | $6,396-57.8% |
| Admin fee / account holder | $3,841 | $18,233-78.9% | $17,268-77.8% | $12,562-69.4% |