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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 | $60,495 | $91,559-33.9% | $133,978-54.8% | $79,856-24.2% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 19.25% | 61.85%-42.6pp | 45.10%-25.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,140 | $2,384-10.2% | $3,919-45.4% | $2,471-13.4% |
| Participant deferral / active EE | $992 | $3,734-73.4% | $5,047-80.3% | $3,741-73.5% |
| Admin fee / account holder | $4,402 | $6,321-30.4% | $8,930-50.7% | $5,306-17.1% |