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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 | $148,582-44.7% | $135,942-39.6% | $139,456-41.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.14% | 79.26%-64.1pp | 68.28%-53.1pp | 373.45%-358.3pp |
| Employer contribution / active EE | $2,985 | $5,245-43.1% | $4,858-38.5% | $4,753-37.2% |
| Participant deferral / active EE | $2,397 | $8,101-70.4% | $7,759-69.1% | $6,711-64.3% |
| Admin fee / account holder | $9,179 | $12,402-26.0% | $10,764-14.7% | $11,407-19.5% |