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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 | $56,065 | $91,559-38.8% | $133,978-58.2% | $79,856-29.8% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.5pp |
| Annual return | 13.51% | 61.85%-48.3pp | 45.10%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,778 | $2,384+16.5% | $3,919-29.1% | $2,471+12.4% |
| Participant deferral / active EE | $1,479 | $3,734-60.4% | $5,047-70.7% | $3,741-60.5% |
| Admin fee / account holder | $9,179 | $6,321+45.2% | $8,930+2.8% | $5,306+73.0% |