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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 | $111,962 | $201,372-44.4% | $184,260-39.2% | $145,884-23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,501 | $7,024-64.4% | $6,427-61.1% | $4,662-46.3% |
| Participant deferral / active EE | $2,501 | $9,808-74.5% | $9,133-72.6% | $6,690-62.6% |
| Admin fee / account holder | $6,650 | $16,362-59.4% | $13,898-52.1% | $13,392-50.3% |