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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 | $96,731-22.5% | $123,973-39.6% | $86,983-13.9% |
| Participation rate | 91.4% | 70.0%+21.4pp | 76.7%+14.8pp | 69.5%+21.9pp |
| Annual return | 12.88% | 17.33%-4.4pp | 388.13%-375.2pp | 25.83%-13.0pp |
| Employer contribution / active EE | $2,795 | $3,297-15.2% | $4,126-32.3% | $2,584+8.1% |
| Participant deferral / active EE | $1,300 | $4,152-68.7% | $5,247-75.2% | $4,194-69.0% |
| Admin fee / account holder | $15,632 | $8,722+79.2% | $11,799+32.5% | $7,856+99.0% |