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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 | $65,780 | $56,110+17.2% | $94,993-30.8% | $70,126-6.2% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.9%+16.1pp | 69.5%+20.5pp |
| Annual return | 13.04% | 51.02%-38.0pp | 27.14%-14.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $3,333 | $1,442+131.1% | $2,603+28.0% | $2,343+42.3% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $482 | $3,456-86.1% | $4,960-90.3% | $4,645-89.6% |