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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 | $23,348 | $148,582-84.3% | $135,942-82.8% | $139,456-83.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.68% | 79.26%-62.6pp | 68.28%-51.6pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,691 | $5,245-67.8% | $4,858-65.2% | $4,753-64.4% |
| Participant deferral / active EE | $2,294 | $8,101-71.7% | $7,759-70.4% | $6,711-65.8% |
| Admin fee / account holder | $629 | $12,402-94.9% | $10,764-94.2% | $11,407-94.5% |