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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 | $24,852 | $162,136-84.7% | $152,301-83.7% | $154,746-83.9% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 16.20% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,600 | $4,890-67.3% | $4,624-65.4% | $4,379-63.5% |
| Participant deferral / active EE | $2,455 | $8,341-70.6% | $8,004-69.3% | $6,730-63.5% |
| Admin fee / account holder | $1,560 | $15,759-90.1% | $14,398-89.2% | $14,365-89.1% |