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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 | $13,417 | $114,119-88.2% | $107,187-87.5% | $138,895-90.3% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 19.66% | 273.21%-253.5pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $882 | $4,059-78.3% | $3,782-76.7% | $4,194-79.0% |
| Participant deferral / active EE | $1,093 | $5,538-80.3% | $5,096-78.6% | $6,396-82.9% |
| Admin fee / account holder | $1,588 | $10,024-84.2% | $9,162-82.7% | $12,562-87.4% |