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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 | $22,664 | $154,228-85.3% | $145,433-84.4% | $137,256-83.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,616 | $4,804-66.4% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $2,122 | $8,216-74.2% | $7,897-73.1% | $6,407-66.9% |
| Admin fee / account holder | $11,200 | $14,344-21.9% | $13,129-14.7% | $12,270-8.7% |