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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 | $110,510 | $125,237-11.8% | $105,608+4.6% | $145,877-24.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.43% | 225.76%-211.3pp | 116.50%-102.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,429 | $3,720-61.6% | $3,167-54.9% | $4,663-69.3% |
| Participant deferral / active EE | $1,429 | $5,711-75.0% | $5,010-71.5% | $6,691-78.6% |
| Admin fee / account holder | $948 | $17,287-94.5% | $11,028-91.4% | $13,402-92.9% |