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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 | $58,071 | $217,432-73.3% | $185,849-68.8% | $167,536-65.3% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 20.69% | 148.42%-127.7pp | 122.10%-101.4pp | 478.82%-458.1pp |
| Employer contribution / active EE | $1,252 | $5,875-78.7% | $5,169-75.8% | $4,839-74.1% |
| Participant deferral / active EE | $1,120 | $6,357-82.4% | $5,569-79.9% | $6,342-82.3% |
| Admin fee / account holder | $927 | $19,818-95.3% | $16,244-94.3% | $12,315-92.5% |