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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 | $20,189 | $185,312-89.1% | $161,489-87.5% | $154,746-87.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.12% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,325 | $4,769-72.2% | $4,268-68.9% | $4,379-69.7% |
| Participant deferral / active EE | $1,697 | $6,350-73.3% | $5,630-69.9% | $6,730-74.8% |
| Admin fee / account holder | $878 | $18,654-95.3% | $16,006-94.5% | $14,365-93.9% |