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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 | $63,000 | $162,136-61.1% | $152,301-58.6% | $154,746-59.3% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 15.61% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $7,136 | $4,890+45.9% | $4,624+54.3% | $4,379+63.0% |
| Participant deferral / active EE | $779 | $8,341-90.7% | $8,004-90.3% | $6,730-88.4% |
| Admin fee / account holder | $9,388 | $15,759-40.4% | $14,398-34.8% | $14,365-34.6% |