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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 | $50,770 | $162,136-68.7% | $152,301-66.7% | $154,746-67.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.38% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,208 | $4,890-54.8% | $4,624-52.3% | $4,379-49.6% |
| Participant deferral / active EE | $1,232 | $8,341-85.2% | $8,004-84.6% | $6,730-81.7% |
| Admin fee / account holder | $1,096 | $15,759-93.0% | $14,398-92.4% | $14,365-92.4% |