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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 | $34,744 | $208,088-83.3% | $186,193-81.3% | $154,746-77.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 22.59% | 89.97%-67.4pp | 78.03%-55.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,085 | $4,340-75.0% | $3,918-72.3% | $4,379-75.2% |
| Participant deferral / active EE | $1,180 | $7,078-83.3% | $6,513-81.9% | $6,730-82.5% |
| Admin fee / account holder | $412 | $11,698-96.5% | $11,058-96.3% | $14,365-97.1% |