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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 | $113,711 | $165,399-31.3% | $149,745-24.1% | $158,982-28.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.09% | 348.34%-327.2pp | 276.72%-255.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $916 | $5,105-82.1% | $4,646-80.3% | $4,763-80.8% |
| Participant deferral / active EE | $2,340 | $7,183-67.4% | $6,843-65.8% | $5,983-60.9% |
| Admin fee / account holder | $6,774 | $10,811-37.3% | $9,312-27.3% | $11,252-39.8% |