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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 | $44,409 | $165,361-73.1% | $149,715-70.3% | $158,950-72.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.56% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.4pp |
| Employer contribution / active EE | $1,035 | $5,103-79.7% | $4,645-77.7% | $4,762-78.3% |
| Participant deferral / active EE | $2,142 | $7,182-70.2% | $6,842-68.7% | $5,983-64.2% |
| Admin fee / account holder | $6,117 | $10,808-43.4% | $9,310-34.3% | $11,248-45.6% |