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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 | $43,161 | $154,228-72.0% | $145,433-70.3% | $137,256-68.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,346 | $4,804-72.0% | $4,554-70.4% | $4,156-67.6% |
| Participant deferral / active EE | $1,901 | $8,216-76.9% | $7,897-75.9% | $6,407-70.3% |
| Admin fee / account holder | $575 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |