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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 | $18,638 | $148,623-87.5% | $135,974-86.3% | $139,466-86.6% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 19.53% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,038 | $5,246-80.2% | $4,859-78.6% | $4,754-78.2% |
| Participant deferral / active EE | $2,366 | $8,103-70.8% | $7,760-69.5% | $6,712-64.7% |
| Admin fee / account holder | $1,885 | $12,406-84.8% | $10,767-82.5% | $11,409-83.5% |