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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 | $91,294 | $209,336-56.4% | $197,124-53.7% | $137,256-33.5% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 15.26% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,147 | $6,591-67.4% | $6,227-65.5% | $4,156-48.3% |
| Participant deferral / active EE | $2,926 | $9,614-69.6% | $9,135-68.0% | $6,407-54.3% |
| Admin fee / account holder | $3,889 | $17,308-77.5% | $16,298-76.1% | $12,270-68.3% |