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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 | $19,580 | $162,136-87.9% | $152,301-87.1% | $154,746-87.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 18.22% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,443 | $4,890-70.5% | $4,624-68.8% | $4,379-67.0% |
| Participant deferral / active EE | $939 | $8,341-88.7% | $8,004-88.3% | $6,730-86.0% |
| Admin fee / account holder | $391 | $15,759-97.5% | $14,398-97.3% | $14,365-97.3% |