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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 | $104,496 | $165,361-36.8% | $149,715-30.2% | $158,950-34.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.82% | 348.24%-322.4pp | 276.66%-250.8pp | 302.91%-277.1pp |
| Employer contribution / active EE | $9,100 | $5,103+78.3% | $4,645+95.9% | $4,762+91.1% |
| Participant deferral / active EE | $1,112 | $7,182-84.5% | $6,842-83.7% | $5,983-81.4% |
| Admin fee / account holder | $1,053 | $10,808-90.3% | $9,310-88.7% | $11,248-90.6% |