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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 | $25,755 | $129,737-80.1% | $119,126-78.4% | $154,746-83.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 12.97% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,464 | $4,375-66.5% | $4,034-63.7% | $4,379-66.6% |
| Participant deferral / active EE | $482 | $5,842-91.7% | $5,318-90.9% | $6,730-92.8% |
| Admin fee / account holder | $2,212 | $11,961-81.5% | $10,693-79.3% | $14,365-84.6% |