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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 | $96,143 | $156,398-38.5% | $147,318-34.7% | $138,895-30.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 15.16% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,708 | $4,853-64.8% | $4,593-62.8% | $4,194-59.3% |
| Participant deferral / active EE | $1,800 | $8,237-78.1% | $7,906-77.2% | $6,396-71.9% |
| Admin fee / account holder | $21,677 | $14,976+44.7% | $13,708+58.1% | $12,562+72.6% |