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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 | $72,603 | $157,296-53.8% | $141,191-48.6% | $152,897-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.25% | 64.34%-49.1pp | 71.41%-56.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $3,527 | $5,262-33.0% | $4,736-25.5% | $4,764-26.0% |
| Participant deferral / active EE | $1,002 | $7,111-85.9% | $6,710-85.1% | $5,851-82.9% |
| Admin fee / account holder | $493 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |