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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 | $34,939 | $201,344-82.6% | $184,243-81.0% | $145,877-76.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 49.92% | 29.01%+20.9pp | 28.82%+21.1pp | 551.28%-501.4pp |
| Employer contribution / active EE | $1,858 | $7,022-73.5% | $6,427-71.1% | $4,663-60.2% |
| Participant deferral / active EE | $2,703 | $9,807-72.4% | $9,132-70.4% | $6,691-59.6% |
| Admin fee / account holder | $18,558 | $16,382+13.3% | $13,914+33.4% | $13,402+38.5% |