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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 | $74,366 | $65,367+13.8% | $92,915-20.0% | $72,976+1.9% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.0%+14.3pp | 69.5%+20.8pp |
| Annual return | 16.38% | 42.11%-25.7pp | 109.45%-93.1pp | 81.02%-64.6pp |
| Employer contribution / active EE | $5,855 | $2,594+125.7% | $3,653+60.3% | $2,440+140.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,988 | $4,251-53.2% | $5,796-65.7% | $5,124-61.2% |