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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 | $45,809 | $155,555-70.6% | $146,866-68.8% | $155,188-70.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.30% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $749 | $4,647-83.9% | $4,425-83.1% | $4,248-82.4% |
| Participant deferral / active EE | $1,525 | $8,044-81.0% | $7,759-80.3% | $6,531-76.6% |
| Admin fee / account holder | $7,351 | $14,755-50.2% | $13,620-46.0% | $14,480-49.2% |