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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 | $42,989 | $226,135-81.0% | $182,558-76.5% | $152,909-71.9% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 17.62% | 192.60%-175.0pp | 148.59%-131.0pp | 345.46%-327.8pp |
| Employer contribution / active EE | $978 | $4,979-80.4% | $4,076-76.0% | $4,764-79.5% |
| Participant deferral / active EE | $1,029 | $6,371-83.8% | $5,526-81.4% | $5,851-82.4% |
| Admin fee / account holder | $1,179 | $10,707-89.0% | $8,594-86.3% | $11,601-89.8% |