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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 | $40,732 | $196,972-79.3% | $182,262-77.7% | $198,609-79.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 20.60% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,679 | $5,364-50.0% | $5,046-46.9% | $5,055-47.0% |
| Participant deferral / active EE | $2,832 | $8,643-67.2% | $8,276-65.8% | $6,977-59.4% |
| Admin fee / account holder | $2,676 | $18,429-85.5% | $16,712-84.0% | $19,030-85.9% |