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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 | $63,638 | $111,535-42.9% | $105,223-39.5% | $137,256-53.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 18.15% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $887 | $3,939-77.5% | $3,689-75.9% | $4,156-78.7% |
| Participant deferral / active EE | $1,374 | $5,500-75.0% | $5,072-72.9% | $6,407-78.6% |
| Admin fee / account holder | $908 | $9,721-90.7% | $8,859-89.8% | $12,270-92.6% |