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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 | $94,750 | $162,136-41.6% | $152,301-37.8% | $154,746-38.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 14.10% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,194 | $4,890-75.6% | $4,624-74.2% | $4,379-72.7% |
| Participant deferral / active EE | $2,378 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $6,219 | $15,759-60.5% | $14,398-56.8% | $14,365-56.7% |