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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 | $49,584 | $165,361-70.0% | $149,715-66.9% | $158,950-68.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.88% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,267 | $5,103-75.2% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $2,274 | $7,182-68.3% | $6,842-66.8% | $5,983-62.0% |
| Admin fee / account holder | $8,480 | $10,808-21.5% | $9,310-8.9% | $11,248-24.6% |