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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 | $113,517 | $185,830-38.9% | $170,004-33.2% | $139,427-18.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.95% | 60.52%-43.6pp | 53.39%-36.4pp | 373.27%-356.3pp |
| Employer contribution / active EE | $2,085 | $7,591-72.5% | $6,786-69.3% | $4,752-56.1% |
| Participant deferral / active EE | $2,635 | $11,622-77.3% | $10,408-74.7% | $6,711-60.7% |
| Admin fee / account holder | $3,003 | $15,381-80.5% | $12,816-76.6% | $11,404-73.7% |