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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 | $96,176 | $162,136-40.7% | $152,301-36.9% | $154,746-37.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.41% | 91.02%-62.6pp | 80.50%-52.1pp | 172.34%-143.9pp |
| Employer contribution / active EE | $1,298 | $4,890-73.5% | $4,624-71.9% | $4,379-70.4% |
| Participant deferral / active EE | $2,227 | $8,341-73.3% | $8,004-72.2% | $6,730-66.9% |
| Admin fee / account holder | $1,193 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |