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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 | $46,071 | $185,312-75.1% | $161,489-71.5% | $154,746-70.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.37% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,199 | $4,769-74.9% | $4,268-71.9% | $4,379-72.6% |
| Participant deferral / active EE | $1,199 | $6,350-81.1% | $5,630-78.7% | $6,730-82.2% |
| Admin fee / account holder | $366 | $18,654-98.0% | $16,006-97.7% | $14,365-97.5% |