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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 | $82,126 | $148,623-44.7% | $135,974-39.6% | $139,466-41.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.14% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,985 | $5,246-43.1% | $4,859-38.6% | $4,754-37.2% |
| Participant deferral / active EE | $2,397 | $8,103-70.4% | $7,760-69.1% | $6,712-64.3% |
| Admin fee / account holder | $9,179 | $12,406-26.0% | $10,767-14.7% | $11,409-19.5% |