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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 | $24,851 | $183,516-86.5% | $155,534-84.0% | $145,884-83.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.74% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,142 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $1,565 | $6,467-75.8% | $5,630-72.2% | $6,690-76.6% |
| Admin fee / account holder | $3,340 | $19,293-82.7% | $15,900-79.0% | $13,392-75.1% |