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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 | $71,824 | $157,304-54.3% | $141,197-49.1% | $152,909-53.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 18.28% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,718 | $5,263-29.4% | $4,736-21.5% | $4,764-22.0% |
| Participant deferral / active EE | $1,314 | $7,111-81.5% | $6,710-80.4% | $5,851-77.5% |
| Admin fee / account holder | $1,963 | $12,126-83.8% | $10,265-80.9% | $11,601-83.1% |