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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 | $67,295 | $174,379-61.4% | $152,093-55.8% | $138,895-51.5% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 15.82% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,841 | $4,652-38.9% | $4,175-32.0% | $4,194-32.3% |
| Participant deferral / active EE | $1,597 | $6,159-74.1% | $5,451-70.7% | $6,396-75.0% |
| Admin fee / account holder | $3,851 | $16,880-77.2% | $14,497-73.4% | $12,562-69.3% |