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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 | $31,244 | $129,737-75.9% | $119,126-73.8% | $154,746-79.8% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 15.32% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,314 | $4,375-70.0% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $912 | $5,842-84.4% | $5,318-82.9% | $6,730-86.4% |
| Admin fee / account holder | $823 | $11,961-93.1% | $10,693-92.3% | $14,365-94.3% |