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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 | $38,263 | $148,623-74.3% | $135,974-71.9% | $139,466-72.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 49.25% | 79.30%-30.0pp | 68.30%-19.1pp | 373.66%-324.4pp |
| Employer contribution / active EE | $3,664 | $5,246-30.2% | $4,859-24.6% | $4,754-22.9% |
| Participant deferral / active EE | $2,191 | $8,103-73.0% | $7,760-71.8% | $6,712-67.4% |
| Admin fee / account holder | $2,151 | $12,406-82.7% | $10,767-80.0% | $11,409-81.1% |