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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 | $47,718 | $162,136-70.6% | $152,301-68.7% | $154,746-69.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.20% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $967 | $4,890-80.2% | $4,624-79.1% | $4,379-77.9% |
| Participant deferral / active EE | $1,587 | $8,341-81.0% | $8,004-80.2% | $6,730-76.4% |
| Admin fee / account holder | $5,043 | $15,759-68.0% | $14,398-65.0% | $14,365-64.9% |