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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 | $63,345 | $201,264-68.5% | $184,185-65.6% | $145,978-56.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 11.66% | 29.00%-17.3pp | 28.81%-17.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,928 | $7,021-72.5% | $6,426-70.0% | $4,662-58.6% |
| Participant deferral / active EE | $3,101 | $9,806-68.4% | $9,132-66.0% | $6,690-53.6% |
| Admin fee / account holder | $5,526 | $16,376-66.3% | $13,909-60.3% | $13,400-58.8% |