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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 | $62,876 | $85,171-26.2% | $172,753-63.6% | $72,976-13.8% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 18.32% | 27.32%-9.0pp | 803.00%-784.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $3,492 | $3,324+5.1% | $5,144-32.1% | $2,440+43.1% |
| Participant deferral / active EE | $714 | $3,260-78.1% | $5,198-86.3% | $3,608-80.2% |
| Admin fee / account holder | $1,999 | $5,880-66.0% | $13,956-85.7% | $5,124-61.0% |