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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 | $21,967 | $172,111-87.2% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 82.00% | 69.37%+12.6pp | 62.79%+19.2pp | 220.34%-138.3pp |
| Employer contribution / active EE | $916 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $904 | $6,166-85.3% | $5,453-83.4% | $6,407-85.9% |
| Admin fee / account holder | $926 | $16,471-94.4% | $14,116-93.4% | $12,270-92.4% |