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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 | $63,323 | $89,370-29.1% | $141,197-55.2% | $72,976-13.2% |
| Participation rate | 83.1% | 75.1%+7.9pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 26.17% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $5,182 | $3,115+66.4% | $4,736+9.4% | $2,440+112.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,363 | $5,957-26.8% | $10,265-57.5% | $5,124-14.9% |