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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 | $35,638 | $178,174-80.0% | $156,181-77.2% | $137,256-74.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 21.08% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,454 | $4,972-70.7% | $4,294-66.1% | $4,156-65.0% |
| Participant deferral / active EE | $1,731 | $6,888-74.9% | $6,132-71.8% | $6,407-73.0% |
| Admin fee / account holder | $2,182 | $17,404-87.5% | $14,586-85.0% | $12,270-82.2% |