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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 | $115,421 | $176,786-34.7% | $146,643-21.3% | $167,536-31.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 28.50% | 24.04%+4.5pp | 22.75%+5.8pp | 478.82%-450.3pp |
| Employer contribution / active EE | $2,168 | $5,161-58.0% | $4,137-47.6% | $4,839-55.2% |
| Participant deferral / active EE | $1,257 | $6,440-80.5% | $5,506-77.2% | $6,342-80.2% |
| Admin fee / account holder | $2,220 | $13,262-83.3% | $10,280-78.4% | $12,315-82.0% |