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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 | $40,408 | $178,174-77.3% | $156,181-74.1% | $137,256-70.6% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 14.44% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,948 | $4,972-60.8% | $4,294-54.6% | $4,156-53.1% |
| Participant deferral / active EE | $940 | $6,888-86.3% | $6,132-84.7% | $6,407-85.3% |
| Admin fee / account holder | $3,267 | $17,404-81.2% | $14,586-77.6% | $12,270-73.4% |