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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 | $129,717 | $183,592-29.3% | $155,574-16.6% | $145,877-11.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,658 | $5,317-50.0% | $4,676-43.2% | $4,663-43.0% |
| Participant deferral / active EE | $1,097 | $6,466-83.0% | $5,629-80.5% | $6,691-83.6% |
| Admin fee / account holder | $1,026 | $19,316-94.7% | $15,914-93.6% | $13,402-92.3% |