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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 | $64,963 | $165,381-60.7% | $149,730-56.6% | $158,966-59.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.32% | 348.29%-325.0pp | 276.70%-253.4pp | 302.95%-279.6pp |
| Employer contribution / active EE | $2,248 | $5,104-56.0% | $4,645-51.6% | $4,762-52.8% |
| Participant deferral / active EE | $1,973 | $7,182-72.5% | $6,843-71.2% | $5,983-67.0% |
| Admin fee / account holder | $1,240 | $10,809-88.5% | $9,310-86.7% | $11,250-89.0% |