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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 | $109,896 | $201,344-45.4% | $184,243-40.4% | $145,877-24.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.63% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,092 | $7,022-56.0% | $6,427-51.9% | $4,663-33.7% |
| Participant deferral / active EE | $3,092 | $9,807-68.5% | $9,132-66.1% | $6,691-53.8% |
| Admin fee / account holder | $34,117 | $16,382+108.3% | $13,914+145.2% | $13,402+154.6% |