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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 | $50,568 | $156,616-67.7% | $133,346-62.1% | $198,609-74.5% |
| Participation rate | 70.0% | 77.7%-7.7pp | 72.8%-2.8pp | 82.4%-12.4pp |
| Annual return | 12.75% | 44.25%-31.5pp | 36.85%-24.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,311 | $3,368-61.1% | $2,853-54.1% | $5,055-74.1% |
| Participant deferral / active EE | $1,361 | $4,920-72.3% | $4,332-68.6% | $6,977-80.5% |
| Admin fee / account holder | $4,060 | $17,468-76.8% | $14,264-71.5% | $19,030-78.7% |