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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 | $26,814 | $174,379-84.6% | $152,093-82.4% | $138,895-80.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 22.01% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,099 | $4,652-54.9% | $4,175-49.7% | $4,194-50.0% |
| Participant deferral / active EE | $1,219 | $6,159-80.2% | $5,451-77.6% | $6,396-80.9% |
| Admin fee / account holder | $1,255 | $16,880-92.6% | $14,497-91.3% | $12,562-90.0% |