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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 | $209,336-67.0% | $197,124-65.0% | $137,256-49.7% |
| Participation rate | 72.2% | 87.3%-15.1pp | 86.7%-14.5pp | 80.0%-7.7pp |
| Annual return | 12.66% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,638 | $6,591-44.8% | $6,227-41.6% | $4,156-12.5% |
| Participant deferral / active EE | $2,174 | $9,614-77.4% | $9,135-76.2% | $6,407-66.1% |
| Admin fee / account holder | $867 | $17,308-95.0% | $16,298-94.7% | $12,270-92.9% |