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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 | $29,923 | $165,399-81.9% | $149,745-80.0% | $158,982-81.2% |
| Participation rate | 72.2% | 84.6%-12.4pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 20.15% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.8pp |
| Employer contribution / active EE | $3,200 | $5,105-37.3% | $4,646-31.1% | $4,763-32.8% |
| Participant deferral / active EE | $1,857 | $7,183-74.1% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $1,677 | $10,811-84.5% | $9,312-82.0% | $11,252-85.1% |