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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 | $208,811 | $223,823-6.7% | $211,142-1.1% | $154,746+34.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.22% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,653 | $6,787-75.6% | $6,442-74.3% | $4,379-62.3% |
| Participant deferral / active EE | $480 | $9,750-95.1% | $9,284-94.8% | $6,730-92.9% |
| Admin fee / account holder | $1,578 | $19,707-92.0% | $19,076-91.7% | $14,365-89.0% |