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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 | $47,730 | $183,516-74.0% | $155,534-69.3% | $145,884-67.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.99% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,172 | $5,315-78.0% | $4,675-74.9% | $4,662-74.9% |
| Participant deferral / active EE | $1,422 | $6,467-78.0% | $5,630-74.7% | $6,690-78.7% |
| Admin fee / account holder | $5,429 | $19,293-71.9% | $15,900-65.9% | $13,392-59.5% |