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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 | $64,840 | $185,312-65.0% | $161,489-59.8% | $154,746-58.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.22% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,448 | $4,769-6.7% | $4,268+4.2% | $4,379+1.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $375 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |