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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 | $61,794 | $99,053-37.6% | $88,179-29.9% | $138,895-55.5% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.1%+11.8pp | 79.9%+1.0pp |
| Annual return | 11.08% | 78.17%-67.1pp | 64.97%-53.9pp | 145.39%-134.3pp |
| Employer contribution / active EE | $552 | $2,882-80.9% | $2,549-78.4% | $4,194-86.8% |
| Participant deferral / active EE | $838 | $5,225-84.0% | $4,614-81.8% | $6,396-86.9% |
| Admin fee / account holder | $2,149 | $8,748-75.4% | $7,673-72.0% | $12,562-82.9% |