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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 | $11,299 | $172,111-93.4% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 22.07% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,150 | $4,636-75.2% | $4,154-72.3% | $4,156-72.3% |
| Participant deferral / active EE | $1,311 | $6,166-78.7% | $5,453-76.0% | $6,407-79.5% |
| Admin fee / account holder | $1,366 | $16,471-91.7% | $14,116-90.3% | $12,270-88.9% |