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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 | $74,865 | $129,737-42.3% | $119,126-37.2% | $154,746-51.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.68% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,391 | $4,375-68.2% | $4,034-65.5% | $4,379-68.2% |
| Participant deferral / active EE | $1,673 | $5,842-71.4% | $5,318-68.5% | $6,730-75.1% |
| Admin fee / account holder | $655 | $11,961-94.5% | $10,693-93.9% | $14,365-95.4% |