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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 | $148,012 | $155,555-4.8% | $146,866+0.8% | $155,188-4.6% |
| Participation rate | 73.9% | 84.0%-10.0pp | 82.5%-8.6pp | 80.8%-6.9pp |
| Annual return | 21.29% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,172 | $4,647-74.8% | $4,425-73.5% | $4,248-72.4% |
| Participant deferral / active EE | $1,580 | $8,044-80.4% | $7,759-79.6% | $6,531-75.8% |
| Admin fee / account holder | $5,958 | $14,755-59.6% | $13,620-56.3% | $14,480-58.9% |