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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 | $156,398-78.3% | $147,318-77.0% | $138,895-75.6% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 15.75% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,579 | $4,853-67.5% | $4,593-65.6% | $4,194-62.3% |
| Participant deferral / active EE | $2,173 | $8,237-73.6% | $7,906-72.5% | $6,396-66.0% |
| Admin fee / account holder | $2,352 | $14,976-84.3% | $13,708-82.8% | $12,562-81.3% |