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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 | $50,707 | $162,136-68.7% | $152,301-66.7% | $154,746-67.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 13.83% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,293 | $4,890-73.6% | $4,624-72.0% | $4,379-70.5% |
| Participant deferral / active EE | $2,407 | $8,341-71.1% | $8,004-69.9% | $6,730-64.2% |
| Admin fee / account holder | $1,592 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |