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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 | $105,172 | $112,915-6.9% | $90,965+15.6% | $158,950-33.8% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 10.10% | 215.75%-205.7pp | 134.57%-124.5pp | 302.91%-292.8pp |
| Employer contribution / active EE | $2,087 | $2,894-27.9% | $2,122-1.6% | $4,762-56.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $689 | $8,044-91.4% | $5,960-88.4% | $11,248-93.9% |