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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 | $60,748 | $160,028-62.0% | $147,080-58.7% | $145,884-58.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.18% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,696 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $2,188 | $8,422-74.0% | $8,066-72.9% | $6,690-67.3% |
| Admin fee / account holder | $536 | $15,030-96.4% | $12,989-95.9% | $13,392-96.0% |