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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 | $35,833 | $196,972-81.8% | $182,262-80.3% | $198,609-82.0% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 19.70% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,695 | $5,364-68.4% | $5,046-66.4% | $5,055-66.5% |
| Participant deferral / active EE | $3,272 | $8,643-62.1% | $8,276-60.5% | $6,977-53.1% |
| Admin fee / account holder | $358 | $18,429-98.1% | $16,712-97.9% | $19,030-98.1% |