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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 | $85,794 | $181,062-52.6% | $158,223-45.8% | $155,188-44.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 10.75% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,589 | $4,565-65.2% | $4,109-61.3% | $4,248-62.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $23,353 | $18,825+24.1% | $16,047+45.5% | $14,480+61.3% |