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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 | $73,002 | $209,336-65.1% | $197,124-63.0% | $137,256-46.8% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 14.87% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,857 | $6,591-11.1% | $6,227-5.9% | $4,156+40.9% |
| Participant deferral / active EE | $1,050 | $9,614-89.1% | $9,135-88.5% | $6,407-83.6% |
| Admin fee / account holder | $22,545 | $17,308+30.3% | $16,298+38.3% | $12,270+83.7% |