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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 | $24,615 | $209,336-88.2% | $197,124-87.5% | $137,256-82.1% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 20.94% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,853 | $6,591-41.5% | $6,227-38.1% | $4,156-7.3% |
| Participant deferral / active EE | $1,272 | $9,614-86.8% | $9,135-86.1% | $6,407-80.2% |
| Admin fee / account holder | $518 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |