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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 | $47,815 | $156,398-69.4% | $147,318-67.5% | $138,895-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.70% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,381 | $4,853-71.6% | $4,593-69.9% | $4,194-67.1% |
| Participant deferral / active EE | $774 | $8,237-90.6% | $7,906-90.2% | $6,396-87.9% |
| Admin fee / account holder | $527 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |