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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 | $23,734 | $127,387-81.4% | $115,038-79.4% | $125,389-81.1% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -0.59% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $948 | $5,166-81.6% | $4,608-79.4% | $4,866-80.5% |
| Participant deferral / active EE | $1,810 | $6,423-71.8% | $6,026-70.0% | $5,352-66.2% |
| Admin fee / account holder | $1,915 | $9,516-79.9% | $8,175-76.6% | $9,541-79.9% |