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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 | $87,328 | $160,028-45.4% | $147,080-40.6% | $145,884-40.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.16% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,821 | $5,286-65.5% | $4,933-63.1% | $4,662-60.9% |
| Participant deferral / active EE | $1,342 | $8,422-84.1% | $8,066-83.4% | $6,690-79.9% |
| Admin fee / account holder | $16,200 | $15,030+7.8% | $12,989+24.7% | $13,392+21.0% |