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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 | $50,954 | $212,777-76.1% | $173,703-70.7% | $198,609-74.3% |
| Participation rate | 92.3% | 81.1%+11.3pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 16.10% | 18.82%-2.7pp | 17.46%-1.4pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,923 | $5,214-63.1% | $4,288-55.1% | $5,055-62.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $399 | $19,536-98.0% | $15,562-97.4% | $19,030-97.9% |