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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 | $72,532 | $165,381-56.1% | $149,730-51.6% | $158,966-54.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 14.38% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,769 | $5,104-45.8% | $4,645-40.4% | $4,762-41.9% |
| Participant deferral / active EE | $2,216 | $7,182-69.1% | $6,843-67.6% | $5,983-63.0% |
| Admin fee / account holder | $7,400 | $10,809-31.5% | $9,310-20.5% | $11,250-34.2% |