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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 | $156,398-51.4% | $147,318-48.5% | $138,895-45.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.61% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,083 | $4,853-57.1% | $4,593-54.6% | $4,194-50.3% |
| Participant deferral / active EE | $1,696 | $8,237-79.4% | $7,906-78.6% | $6,396-73.5% |
| Admin fee / account holder | $1,187 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |