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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 | $45,972 | $105,158-56.3% | $94,672-51.4% | $139,487-67.0% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 17.34% | 38.11%-20.8pp | 156.89%-139.5pp | 373.84%-356.5pp |
| Employer contribution / active EE | $451 | $4,107-89.0% | $3,673-87.7% | $4,755-90.5% |
| Participant deferral / active EE | $1,457 | $7,599-80.8% | $7,417-80.4% | $6,713-78.3% |
| Admin fee / account holder | $3,003 | $8,972-66.5% | $7,222-58.4% | $11,407-73.7% |