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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 | $84,028 | $183,516-54.2% | $155,534-46.0% | $145,884-42.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.00% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,840 | $5,315-46.6% | $4,675-39.2% | $4,662-39.1% |
| Participant deferral / active EE | $320 | $6,467-95.1% | $5,630-94.3% | $6,690-95.2% |
| Admin fee / account holder | $550 | $19,293-97.1% | $15,900-96.5% | $13,392-95.9% |