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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 | $73,724 | $157,296-53.1% | $141,191-47.8% | $152,897-51.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.67% | 64.34%-39.7pp | 71.41%-46.7pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,327 | $5,262-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $1,228 | $7,111-82.7% | $6,710-81.7% | $5,851-79.0% |
| Admin fee / account holder | $536 | $12,125-95.6% | $10,264-94.8% | $11,599-95.4% |