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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 | $23,544 | $185,312-87.3% | $161,489-85.4% | $154,746-84.8% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 13.94% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,028 | $4,769-78.5% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $1,702 | $6,350-73.2% | $5,630-69.8% | $6,730-74.7% |
| Admin fee / account holder | $1,348 | $18,654-92.8% | $16,006-91.6% | $14,365-90.6% |