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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 | $31,258 | $77,523-59.7% | $100,383-68.9% | $80,874-61.3% |
| Participation rate | 98.5% | 77.0%+21.6pp | 81.5%+17.0pp | 67.6%+30.9pp |
| Annual return | 53.62% | 37.21%+16.4pp | 49.26%+4.4pp | 35.62%+18.0pp |
| Employer contribution / active EE | $2,337 | $2,801-16.6% | $3,944-40.7% | $2,756-15.2% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $433 | $5,899-92.7% | $7,900-94.5% | $6,935-93.8% |