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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 | $41,062 | $134,817-69.5% | $123,973-66.9% | $155,188-73.5% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.7%+19.2pp | 80.8%+15.0pp |
| Annual return | 7.91% | 515.49%-507.6pp | 388.13%-380.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,500 | $4,425-43.5% | $4,126-39.4% | $4,248-41.1% |
| Participant deferral / active EE | $431 | $5,706-92.4% | $5,247-91.8% | $6,531-93.4% |
| Admin fee / account holder | $5,158 | $13,245-61.1% | $11,799-56.3% | $14,480-64.4% |