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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 | $33,260 | $196,972-83.1% | $182,262-81.8% | $198,609-83.3% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 20.51% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,800 | $5,364-66.4% | $5,046-64.3% | $5,055-64.4% |
| Participant deferral / active EE | $3,550 | $8,643-58.9% | $8,276-57.1% | $6,977-49.1% |
| Admin fee / account holder | $998 | $18,429-94.6% | $16,712-94.0% | $19,030-94.8% |