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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 | $133,769 | $212,386-37.0% | $199,883-33.1% | $138,895-3.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 17.39% | 47.75%-30.4pp | 43.81%-26.4pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,900 | $6,625-56.2% | $6,261-53.7% | $4,194-30.8% |
| Participant deferral / active EE | $2,900 | $9,617-69.8% | $9,138-68.3% | $6,396-54.7% |
| Admin fee / account holder | $3,473 | $18,233-81.0% | $17,268-79.9% | $12,562-72.4% |