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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 | $40,825 | $99,875-59.1% | $146,866-72.2% | $86,983-53.1% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 18.87% | 28.10%-9.2pp | 102.85%-84.0pp | 25.83%-7.0pp |
| Employer contribution / active EE | $8,187 | $3,224+153.9% | $4,425+85.0% | $2,584+216.8% |
| Participant deferral / active EE | $1,777 | $6,322-71.9% | $7,759-77.1% | $4,194-57.6% |
| Admin fee / account holder | $6,948 | $7,838-11.4% | $13,620-49.0% | $7,856-11.6% |