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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 | $35,944 | $154,228-76.7% | $145,433-75.3% | $137,256-73.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.69% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,468 | $4,804-69.4% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $2,270 | $8,216-72.4% | $7,897-71.3% | $6,407-64.6% |
| Admin fee / account holder | $522 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |