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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 | $19,616 | $185,312-89.4% | $161,489-87.9% | $154,746-87.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.42% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,510 | $4,769-68.3% | $4,268-64.6% | $4,379-65.5% |
| Participant deferral / active EE | $1,238 | $6,350-80.5% | $5,630-78.0% | $6,730-81.6% |
| Admin fee / account holder | $1,445 | $18,654-92.3% | $16,006-91.0% | $14,365-89.9% |