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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 | $81,143 | $196,972-58.8% | $182,262-55.5% | $198,609-59.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 15.35% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1,613 | $5,364-69.9% | $5,046-68.0% | $5,055-68.1% |
| Participant deferral / active EE | $2,615 | $8,643-69.7% | $8,276-68.4% | $6,977-62.5% |
| Admin fee / account holder | $9,389 | $18,429-49.1% | $16,712-43.8% | $19,030-50.7% |