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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 | $80,859 | $88,672-8.8% | $105,223-23.2% | $82,448-1.9% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 16.14% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $867 | $3,048-71.5% | $3,689-76.5% | $2,551-66.0% |
| Participant deferral / active EE | $907 | $4,036-77.5% | $5,072-82.1% | $4,139-78.1% |
| Admin fee / account holder | $488 | $7,146-93.2% | $8,859-94.5% | $7,234-93.3% |