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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 | $57,668 | $217,432-73.5% | $185,849-69.0% | $167,536-65.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.85% | 148.42%-138.6pp | 122.10%-112.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,766 | $5,875-69.9% | $5,169-65.8% | $4,839-63.5% |
| Participant deferral / active EE | $2,088 | $6,357-67.2% | $5,569-62.5% | $6,342-67.1% |
| Admin fee / account holder | $523 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |