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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 | $31,027 | $162,136-80.9% | $152,301-79.6% | $154,746-79.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.45% | 91.02%-71.6pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,326 | $4,890-72.9% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $1,349 | $8,341-83.8% | $8,004-83.2% | $6,730-80.0% |
| Admin fee / account holder | $2,464 | $15,759-84.4% | $14,398-82.9% | $14,365-82.8% |