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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 | $42,769 | $105,160-59.3% | $94,679-54.8% | $139,456-69.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 24.65% | 38.04%-13.4pp | 156.75%-132.1pp | 373.45%-348.8pp |
| Employer contribution / active EE | $1,846 | $4,107-55.1% | $3,673-49.7% | $4,753-61.2% |
| Participant deferral / active EE | $1,627 | $7,599-78.6% | $7,417-78.1% | $6,711-75.8% |
| Admin fee / account holder | $1,204 | $8,988-86.6% | $7,233-83.4% | $11,407-89.4% |