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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 | $19,456 | $156,398-87.6% | $147,318-86.8% | $138,895-86.0% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 22.11% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,850 | $4,853-61.9% | $4,593-59.7% | $4,194-55.9% |
| Participant deferral / active EE | $2,483 | $8,237-69.9% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $1,078 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |