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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 | $28,644 | $156,398-81.7% | $147,318-80.6% | $138,895-79.4% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 13.09% | 78.75%-65.7pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,469 | $4,853-69.7% | $4,593-68.0% | $4,194-65.0% |
| Participant deferral / active EE | $2,089 | $8,237-74.6% | $7,906-73.6% | $6,396-67.3% |
| Admin fee / account holder | $1,830 | $14,976-87.8% | $13,708-86.6% | $12,562-85.4% |