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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 | $75,936 | $155,555-51.2% | $146,866-48.3% | $155,188-51.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 16.61% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,083 | $4,647-55.2% | $4,425-52.9% | $4,248-51.0% |
| Participant deferral / active EE | $1,696 | $8,044-78.9% | $7,759-78.1% | $6,531-74.0% |
| Admin fee / account holder | $1,187 | $14,755-92.0% | $13,620-91.3% | $14,480-91.8% |