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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 | $38,996 | $185,312-79.0% | $161,489-75.9% | $154,746-74.8% |
| Participation rate | 82.6% | 82.5%+0.1pp | 78.7%+3.9pp | 80.7%+1.9pp |
| Annual return | 11.08% | 103.84%-92.8pp | 89.72%-78.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,020 | $4,769-78.6% | $4,268-76.1% | $4,379-76.7% |
| Participant deferral / active EE | $1,762 | $6,350-72.2% | $5,630-68.7% | $6,730-73.8% |
| Admin fee / account holder | $4,633 | $18,654-75.2% | $16,006-71.1% | $14,365-67.7% |