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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 | $22,563 | $185,312-87.8% | $161,489-86.0% | $154,746-85.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.50% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $12,956 | $4,769+171.7% | $4,268+203.5% | $4,379+195.9% |
| Participant deferral / active EE | $1,593 | $6,350-74.9% | $5,630-71.7% | $6,730-76.3% |
| Admin fee / account holder | $2,705 | $18,654-85.5% | $16,006-83.1% | $14,365-81.2% |