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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 | $39,301 | $156,398-74.9% | $147,318-73.3% | $138,895-71.7% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 17.92% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $922 | $4,853-81.0% | $4,593-79.9% | $4,194-78.0% |
| Participant deferral / active EE | $1,184 | $8,237-85.6% | $7,906-85.0% | $6,396-81.5% |
| Admin fee / account holder | $531 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |