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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 | $46,344 | $181,062-74.4% | $158,223-70.7% | $155,188-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.89% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,783 | $4,565-60.9% | $4,109-56.6% | $4,248-58.0% |
| Participant deferral / active EE | $832 | $6,134-86.4% | $5,467-84.8% | $6,531-87.3% |
| Admin fee / account holder | $555 | $18,825-97.1% | $16,047-96.5% | $14,480-96.2% |