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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 | $56,027 | $209,336-73.2% | $197,124-71.6% | $137,256-59.2% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 12.04% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,225 | $6,591-51.1% | $6,227-48.2% | $4,156-22.4% |
| Participant deferral / active EE | $1,330 | $9,614-86.2% | $9,135-85.4% | $6,407-79.2% |
| Admin fee / account holder | $4,935 | $17,308-71.5% | $16,298-69.7% | $12,270-59.8% |