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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 | $72,698 | $201,344-63.9% | $184,243-60.5% | $145,877-50.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 35.02% | 29.01%+6.0pp | 28.82%+6.2pp | 551.28%-516.3pp |
| Employer contribution / active EE | $12,260 | $7,022+74.6% | $6,427+90.8% | $4,663+162.9% |
| Participant deferral / active EE | $925 | $9,807-90.6% | $9,132-89.9% | $6,691-86.2% |
| Admin fee / account holder | $3,121 | $16,382-80.9% | $13,914-77.6% | $13,402-76.7% |