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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 | $69,082 | $223,823-69.1% | $211,142-67.3% | $154,746-55.4% |
| Participation rate | 72.2% | 87.9%-15.6pp | 87.3%-15.1pp | 80.7%-8.5pp |
| Annual return | 12.66% | 50.39%-37.7pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,638 | $6,787-46.4% | $6,442-43.5% | $4,379-16.9% |
| Participant deferral / active EE | $2,174 | $9,750-77.7% | $9,284-76.6% | $6,730-67.7% |
| Admin fee / account holder | $867 | $19,707-95.6% | $19,076-95.5% | $14,365-94.0% |