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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 | $29,558 | $162,136-81.8% | $152,301-80.6% | $154,746-80.9% |
| Participation rate | 72.2% | 84.1%-11.9pp | 82.4%-10.2pp | 80.7%-8.5pp |
| Annual return | 13.31% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,296 | $4,890-53.0% | $4,624-50.3% | $4,379-47.6% |
| Participant deferral / active EE | $2,648 | $8,341-68.3% | $8,004-66.9% | $6,730-60.7% |
| Admin fee / account holder | $3,507 | $15,759-77.7% | $14,398-75.6% | $14,365-75.6% |