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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 | $43,868 | $217,432-79.8% | $185,849-76.4% | $167,536-73.8% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 15.46% | 148.42%-133.0pp | 122.10%-106.6pp | 478.82%-463.4pp |
| Employer contribution / active EE | $11,100 | $5,875+89.0% | $5,169+114.8% | $4,839+129.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $489 | $19,818-97.5% | $16,244-97.0% | $12,315-96.0% |