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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 | $52,550 | $217,432-75.8% | $185,849-71.7% | $167,536-68.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 11.19% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,112 | $5,875-64.0% | $5,169-59.1% | $4,839-56.3% |
| Participant deferral / active EE | $2,259 | $6,357-64.5% | $5,569-59.4% | $6,342-64.4% |
| Admin fee / account holder | $16,159 | $19,818-18.5% | $16,244-0.5% | $12,315+31.2% |