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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 | $55,014 | $181,062-69.6% | $158,223-65.2% | $155,188-64.6% |
| Participation rate | 70.6% | 82.7%-12.1pp | 79.2%-8.6pp | 80.8%-10.2pp |
| Annual return | 17.07% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,033 | $4,565-77.4% | $4,109-74.9% | $4,248-75.7% |
| Participant deferral / active EE | $1,552 | $6,134-74.7% | $5,467-71.6% | $6,531-76.2% |
| Admin fee / account holder | $790 | $18,825-95.8% | $16,047-95.1% | $14,480-94.5% |