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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 | $88,672-37.5% | $105,223-47.3% | $82,448-32.7% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 18.12% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,459 | $3,048+79.1% | $3,689+48.0% | $2,551+114.0% |
| Participant deferral / active EE | $539 | $4,036-86.6% | $5,072-89.4% | $4,139-87.0% |
| Admin fee / account holder | $8,133 | $7,146+13.8% | $8,859-8.2% | $7,234+12.4% |