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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 | $26,680 | $157,296-83.0% | $141,191-81.1% | $152,897-82.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.49% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,191 | $5,262-77.4% | $4,736-74.9% | $4,764-75.0% |
| Participant deferral / active EE | $2,209 | $7,111-68.9% | $6,710-67.1% | $5,851-62.2% |
| Admin fee / account holder | $1,381 | $12,125-88.6% | $10,264-86.6% | $11,599-88.1% |