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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 | $28,052 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 21.61% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,163 | $4,890-76.2% | $4,624-74.8% | $4,379-73.4% |
| Participant deferral / active EE | $2,051 | $8,341-75.4% | $8,004-74.4% | $6,730-69.5% |
| Admin fee / account holder | $1,236 | $15,759-92.2% | $14,398-91.4% | $14,365-91.4% |