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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 | $27,966 | $156,398-82.1% | $147,318-81.0% | $138,895-79.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 97.42% | 78.75%+18.7pp | 70.43%+27.0pp | 145.39%-48.0pp |
| Employer contribution / active EE | $1,639 | $4,853-66.2% | $4,593-64.3% | $4,194-60.9% |
| Participant deferral / active EE | $2,444 | $8,237-70.3% | $7,906-69.1% | $6,396-61.8% |
| Admin fee / account holder | $1,304 | $14,976-91.3% | $13,708-90.5% | $12,562-89.6% |