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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 | $181,062-88.8% | $158,223-87.2% | $155,188-87.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.12% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,325 | $4,565-71.0% | $4,109-67.7% | $4,248-68.8% |
| Participant deferral / active EE | $1,697 | $6,134-72.3% | $5,467-69.0% | $6,531-74.0% |
| Admin fee / account holder | $878 | $18,825-95.3% | $16,047-94.5% | $14,480-93.9% |