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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 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.45% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,326 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,349 | $8,216-83.6% | $7,897-82.9% | $6,407-79.0% |
| Admin fee / account holder | $2,464 | $14,344-82.8% | $13,129-81.2% | $12,270-79.9% |