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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 | $138,354 | $223,823-38.2% | $211,142-34.5% | $154,746-10.6% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 15.94% | 50.39%-34.5pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,646 | $6,787-75.8% | $6,442-74.5% | $4,379-62.4% |
| Participant deferral / active EE | $2,514 | $9,750-74.2% | $9,284-72.9% | $6,730-62.6% |
| Admin fee / account holder | $810 | $19,707-95.9% | $19,076-95.8% | $14,365-94.4% |