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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 | $85,787 | $70,486+21.7% | $100,528-14.7% | $79,852+7.4% |
| Participation rate | 93.3% | 73.6%+19.7pp | 79.4%+13.9pp | 69.6%+23.7pp |
| Annual return | 67.89% | 21.90%+46.0pp | 30.90%+37.0pp | 31.72%+36.2pp |
| Employer contribution / active EE | $2,924 | $2,165+35.1% | $3,419-14.5% | $2,471+18.3% |
| Participant deferral / active EE | $1,565 | $5,182-69.8% | $6,271-75.0% | $3,740-58.1% |
| Admin fee / account holder | $1,179 | $4,480-73.7% | $8,084-85.4% | $5,306-77.8% |