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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 | $162,136-50.0% | $152,301-46.7% | $154,746-47.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.35% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,613 | $4,890-67.0% | $4,624-65.1% | $4,379-63.2% |
| Participant deferral / active EE | $2,615 | $8,341-68.6% | $8,004-67.3% | $6,730-61.1% |
| Admin fee / account holder | $9,389 | $15,759-40.4% | $14,398-34.8% | $14,365-34.6% |