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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 | $31,067 | $162,785-80.9% | $133,959-76.8% | $158,950-80.5% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 15.06% | 41.94%-26.9pp | 45.09%-30.0pp | 302.91%-287.9pp |
| Employer contribution / active EE | $928 | $4,975-81.4% | $3,919-76.3% | $4,762-80.5% |
| Participant deferral / active EE | $866 | $5,910-85.3% | $5,047-82.8% | $5,983-85.5% |
| Admin fee / account holder | $4,832 | $11,738-58.8% | $8,928-45.9% | $11,248-57.0% |