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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 | $46,836 | $148,623-68.5% | $135,974-65.6% | $139,466-66.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.31% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,147 | $5,246-78.1% | $4,859-76.4% | $4,754-75.9% |
| Participant deferral / active EE | $2,293 | $8,103-71.7% | $7,760-70.4% | $6,712-65.8% |
| Admin fee / account holder | $341 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |