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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 | $19,888 | $148,582-86.6% | $135,942-85.4% | $139,456-85.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 43.77% | 79.26%-35.5pp | 68.28%-24.5pp | 373.45%-329.7pp |
| Employer contribution / active EE | $1,291 | $5,245-75.4% | $4,858-73.4% | $4,753-72.8% |
| Participant deferral / active EE | $2,042 | $8,101-74.8% | $7,759-73.7% | $6,711-69.6% |
| Admin fee / account holder | $3,121 | $12,402-74.8% | $10,764-71.0% | $11,407-72.6% |