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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 | $83,732 | $160,028-47.7% | $147,080-43.1% | $145,884-42.6% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 20.96% | 98.60%-77.6pp | 420.17%-399.2pp | 551.85%-530.9pp |
| Employer contribution / active EE | $3,890 | $5,286-26.4% | $4,933-21.1% | $4,662-16.6% |
| Participant deferral / active EE | $1,985 | $8,422-76.4% | $8,066-75.4% | $6,690-70.3% |
| Admin fee / account holder | $1,443 | $15,030-90.4% | $12,989-88.9% | $13,392-89.2% |