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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 | $97,478 | $154,228-36.8% | $145,433-33.0% | $137,256-29.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $11,288 | $4,804+135.0% | $4,554+147.8% | $4,156+171.6% |
| Participant deferral / active EE | $1,675 | $8,216-79.6% | $7,897-78.8% | $6,407-73.9% |
| Admin fee / account holder | $419 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |