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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 | $86,083 | $93,345-7.8% | $119,126-27.7% | $87,485-1.6% |
| Participation rate | 84.0% | 68.7%+15.3pp | 75.8%+8.2pp | 68.9%+15.1pp |
| Annual return | 16.63% | 19.08%-2.4pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,210 | $3,172-30.3% | $4,034-45.2% | $2,596-14.9% |
| Participant deferral / active EE | $434 | $4,099-89.4% | $5,318-91.8% | $4,274-89.8% |
| Admin fee / account holder | $2,428 | $8,039-69.8% | $10,693-77.3% | $7,775-68.8% |