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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 | $88,672-2.9% | $105,223-18.2% | $82,448+4.4% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 16.63% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,210 | $3,048-27.5% | $3,689-40.1% | $2,551-13.4% |
| Participant deferral / active EE | $434 | $4,036-89.2% | $5,072-91.4% | $4,139-89.5% |
| Admin fee / account holder | $2,428 | $7,146-66.0% | $8,859-72.6% | $7,234-66.4% |