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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 | $50,874 | $160,070-68.2% | $147,117-65.4% | $145,897-65.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.81% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,871 | $5,285-64.6% | $4,932-62.1% | $4,663-59.9% |
| Participant deferral / active EE | $2,177 | $8,419-74.1% | $8,065-73.0% | $6,689-67.5% |
| Admin fee / account holder | $2,156 | $15,035-85.7% | $12,993-83.4% | $13,390-83.9% |