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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 | $64,488 | $209,422-69.2% | $178,503-63.9% | $158,982-59.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.06% | 188.81%-172.7pp | 151.12%-135.1pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,875 | $5,707-67.1% | $5,011-62.6% | $4,763-60.6% |
| Participant deferral / active EE | $280 | $5,955-95.3% | $5,202-94.6% | $5,983-95.3% |
| Admin fee / account holder | $446 | $17,079-97.4% | $13,987-96.8% | $11,252-96.0% |