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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 | $96,143 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,708 | $4,804-64.4% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $1,800 | $8,216-78.1% | $7,897-77.2% | $6,407-71.9% |
| Admin fee / account holder | $21,677 | $14,344+51.1% | $13,129+65.1% | $12,270+76.7% |