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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 | $29,548 | $162,136-81.8% | $152,301-80.6% | $154,746-80.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,373 | $4,890-71.9% | $4,624-70.3% | $4,379-68.6% |
| Participant deferral / active EE | $2,397 | $8,341-71.3% | $8,004-70.1% | $6,730-64.4% |
| Admin fee / account holder | $374 | $15,759-97.6% | $14,398-97.4% | $14,365-97.4% |