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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 | $17,196 | $111,535-84.6% | $105,223-83.7% | $137,256-87.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 16.35% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $928 | $3,939-76.5% | $3,689-74.9% | $4,156-77.7% |
| Participant deferral / active EE | $1,437 | $5,500-73.9% | $5,072-71.7% | $6,407-77.6% |
| Admin fee / account holder | $4,200 | $9,721-56.8% | $8,859-52.6% | $12,270-65.8% |