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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 | $45,629 | $162,136-71.9% | $152,301-70.0% | $154,746-70.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.29% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,408 | $4,890-71.2% | $4,624-69.6% | $4,379-67.9% |
| Participant deferral / active EE | $2,567 | $8,341-69.2% | $8,004-67.9% | $6,730-61.9% |
| Admin fee / account holder | $6,328 | $15,759-59.8% | $14,398-56.0% | $14,365-55.9% |