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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 | $55,462 | $93,345-40.6% | $119,126-53.4% | $87,485-36.6% |
| Participation rate | 73.1% | 68.7%+4.3pp | 75.8%-2.7pp | 68.9%+4.1pp |
| Annual return | 18.12% | 19.08%-1.0pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $5,459 | $3,172+72.1% | $4,034+35.3% | $2,596+110.3% |
| Participant deferral / active EE | $539 | $4,099-86.8% | $5,318-89.9% | $4,274-87.4% |
| Admin fee / account holder | $8,133 | $8,039+1.2% | $10,693-23.9% | $7,775+4.6% |