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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 | $46,183 | $209,336-77.9% | $197,124-76.6% | $137,256-66.4% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 17.15% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,874 | $9,614-80.5% | $9,135-79.5% | $6,407-70.7% |
| Admin fee / account holder | $587 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |