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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 | $72,367 | $196,972-63.3% | $182,262-60.3% | $198,609-63.6% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 18.37% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,961 | $5,364-63.4% | $5,046-61.1% | $5,055-61.2% |
| Participant deferral / active EE | $2,776 | $8,643-67.9% | $8,276-66.5% | $6,977-60.2% |
| Admin fee / account holder | $433 | $18,429-97.6% | $16,712-97.4% | $19,030-97.7% |