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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 | $162,121 | $227,291-28.7% | $214,702-24.5% | $155,188+4.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 16.41% | 60.08%-43.7pp | 54.55%-38.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,066 | $6,772-69.5% | $6,461-68.0% | $4,248-51.4% |
| Participant deferral / active EE | $2,511 | $9,582-73.8% | $9,147-72.5% | $6,531-61.6% |
| Admin fee / account holder | $7,793 | $20,413-61.8% | $19,830-60.7% | $14,480-46.2% |