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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 | $33,940 | $154,228-78.0% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,579 | $4,804-67.1% | $4,554-65.3% | $4,156-62.0% |
| Participant deferral / active EE | $2,173 | $8,216-73.6% | $7,897-72.5% | $6,407-66.1% |
| Admin fee / account holder | $2,352 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |