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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 | $120,249 | $209,336-42.6% | $197,124-39.0% | $137,256-12.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.21% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,962 | $6,591-70.2% | $6,227-68.5% | $4,156-52.8% |
| Participant deferral / active EE | $1,703 | $9,614-82.3% | $9,135-81.4% | $6,407-73.4% |
| Admin fee / account holder | $1,191 | $17,308-93.1% | $16,298-92.7% | $12,270-90.3% |