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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 | $56,850 | $152,619-62.8% | $125,195-54.6% | $152,909-62.8% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 27.45% | 54.85%-27.4pp | 43.79%-16.3pp | 345.46%-318.0pp |
| Employer contribution / active EE | $3,606 | $4,947-27.1% | $3,866-6.7% | $4,764-24.3% |
| Participant deferral / active EE | $267 | $5,869-95.5% | $4,937-94.6% | $5,851-95.4% |
| Admin fee / account holder | $13,709 | $13,437+2.0% | $9,704+41.3% | $11,601+18.2% |