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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 | $124,551 | $154,228-19.2% | $145,433-14.4% | $137,256-9.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,070 | $4,804-56.9% | $4,554-54.5% | $4,156-50.2% |
| Participant deferral / active EE | $2,070 | $8,216-74.8% | $7,897-73.8% | $6,407-67.7% |
| Admin fee / account holder | $318 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |