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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 | $61,290 | $227,399-73.0% | $189,758-67.7% | $198,609-69.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 79.8%+15.4pp | 82.4%+12.9pp |
| Annual return | 12.84% | 61.03%-48.2pp | 52.62%-39.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $3,026 | $5,526-45.2% | $4,767-36.5% | $5,055-40.1% |
| Participant deferral / active EE | $3,168 | $6,837-53.7% | $5,856-45.9% | $6,977-54.6% |
| Admin fee / account holder | $7,616 | $25,162-69.7% | $20,388-62.6% | $19,030-60.0% |