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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 | $91,681 | $201,344-54.5% | $184,243-50.2% | $145,877-37.2% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 20.62% | 29.01%-8.4pp | 28.82%-8.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $1,875 | $7,022-73.3% | $6,427-70.8% | $4,663-59.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,405 | $16,382-91.4% | $13,914-89.9% | $13,402-89.5% |