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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 | $24,776 | $156,398-84.2% | $147,318-83.2% | $138,895-82.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 22.06% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,042 | $4,853-78.5% | $4,593-77.3% | $4,194-75.2% |
| Participant deferral / active EE | $1,600 | $8,237-80.6% | $7,906-79.8% | $6,396-75.0% |
| Admin fee / account holder | $1,123 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |