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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 | $33,235 | $202,460-83.6% | $169,385-80.4% | $139,456-76.2% |
| Participation rate | 78.3% | 81.1%-2.8pp | 77.2%+1.1pp | 80.3%-2.1pp |
| Annual return | 13.05% | 532.07%-519.0pp | 405.82%-392.8pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,538 | $4,691-67.2% | $4,012-61.7% | $4,753-67.6% |
| Participant deferral / active EE | $613 | $6,938-91.2% | $6,221-90.1% | $6,711-90.9% |
| Admin fee / account holder | $782 | $10,719-92.7% | $9,011-91.3% | $11,407-93.1% |