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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 | $50,525 | $148,623-66.0% | $135,974-62.8% | $139,466-63.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.89% | 79.30%-63.4pp | 68.30%-52.4pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,117 | $5,246-59.6% | $4,859-56.4% | $4,754-55.5% |
| Participant deferral / active EE | $2,117 | $8,103-73.9% | $7,760-72.7% | $6,712-68.5% |
| Admin fee / account holder | $11,000 | $12,406-11.3% | $10,767+2.2% | $11,409-3.6% |