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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 | $37,850 | $154,228-75.5% | $145,433-74.0% | $137,256-72.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,107 | $4,804-77.0% | $4,554-75.7% | $4,156-73.4% |
| Participant deferral / active EE | $2,286 | $8,216-72.2% | $7,897-71.1% | $6,407-64.3% |
| Admin fee / account holder | $9,885 | $14,344-31.1% | $13,129-24.7% | $12,270-19.4% |