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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 | $74,929 | $89,259-16.1% | $107,187-30.1% | $82,637-9.3% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 12.88% | 21.02%-8.1pp | 204.55%-191.7pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,795 | $3,080-9.3% | $3,782-26.1% | $2,552+9.5% |
| Participant deferral / active EE | $1,300 | $4,037-67.8% | $5,096-74.5% | $4,126-68.5% |
| Admin fee / account holder | $15,632 | $7,381+111.8% | $9,162+70.6% | $7,339+113.0% |