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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 | $100,329 | $165,381-39.3% | $149,730-33.0% | $158,966-36.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.54% | 348.29%-339.8pp | 276.70%-268.2pp | 302.95%-294.4pp |
| Employer contribution / active EE | $2,922 | $5,104-42.8% | $4,645-37.1% | $4,762-38.7% |
| Participant deferral / active EE | $2,175 | $7,182-69.7% | $6,843-68.2% | $5,983-63.6% |
| Admin fee / account holder | $703 | $10,809-93.5% | $9,310-92.4% | $11,250-93.7% |