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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 | $174,379-68.5% | $152,093-63.8% | $138,895-60.4% |
| Participation rate | 70.6% | 81.6%-11.1pp | 77.8%-7.2pp | 79.9%-9.3pp |
| Annual return | 17.07% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,033 | $4,652-77.8% | $4,175-75.3% | $4,194-75.4% |
| Participant deferral / active EE | $1,552 | $6,159-74.8% | $5,451-71.5% | $6,396-75.7% |
| Admin fee / account holder | $790 | $16,880-95.3% | $14,497-94.6% | $12,562-93.7% |