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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 | $84,460 | $217,432-61.2% | $185,849-54.6% | $167,536-49.6% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 12.27% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $2,121 | $5,875-63.9% | $5,169-59.0% | $4,839-56.2% |
| Participant deferral / active EE | $1,504 | $6,357-76.3% | $5,569-73.0% | $6,342-76.3% |
| Admin fee / account holder | $3,774 | $19,818-81.0% | $16,244-76.8% | $12,315-69.4% |