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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 | $57,426 | $152,612-62.4% | $125,192-54.1% | $152,897-62.4% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.5%+1.8pp |
| Annual return | 19.79% | 54.85%-35.1pp | 43.79%-24.0pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,102 | $4,947-77.7% | $3,866-71.5% | $4,764-76.9% |
| Participant deferral / active EE | $1,556 | $5,868-73.5% | $4,937-68.5% | $5,851-73.4% |
| Admin fee / account holder | $866 | $13,437-93.6% | $9,704-91.1% | $11,599-92.5% |