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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 | $93,404 | $157,296-40.6% | $141,191-33.8% | $152,897-38.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 23.32% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $6,820 | $5,262+29.6% | $4,736+44.0% | $4,764+43.2% |
| Participant deferral / active EE | $509 | $7,111-92.8% | $6,710-92.4% | $5,851-91.3% |
| Admin fee / account holder | $6,646 | $12,125-45.2% | $10,264-35.2% | $11,599-42.7% |