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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 | $66,250 | $148,623-55.4% | $135,974-51.3% | $139,466-52.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.82% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,387 | $5,246-35.4% | $4,859-30.3% | $4,754-28.8% |
| Participant deferral / active EE | $1,868 | $8,103-76.9% | $7,760-75.9% | $6,712-72.2% |
| Admin fee / account holder | $6,430 | $12,406-48.2% | $10,767-40.3% | $11,409-43.6% |