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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 | $56,759 | $185,312-69.4% | $161,489-64.9% | $154,746-63.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 23.26% | 103.84%-80.6pp | 89.72%-66.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,284 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $1,537 | $6,350-75.8% | $5,630-72.7% | $6,730-77.2% |
| Admin fee / account holder | $477 | $18,654-97.4% | $16,006-97.0% | $14,365-96.7% |