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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 | $112,477 | $156,398-28.1% | $147,318-23.7% | $138,895-19.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.93% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,812 | $4,853-62.7% | $4,593-60.5% | $4,194-56.8% |
| Participant deferral / active EE | $2,436 | $8,237-70.4% | $7,906-69.2% | $6,396-61.9% |
| Admin fee / account holder | $2,019 | $14,976-86.5% | $13,708-85.3% | $12,562-83.9% |