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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 | $100,265 | $105,856-5.3% | $90,161+11.2% | $147,586-32.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 37.63%-24.6pp | 34.89%-21.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,849 | $4,126-55.2% | $3,318-44.3% | $4,876-62.1% |
| Participant deferral / active EE | $549 | $5,733-90.4% | $5,287-89.6% | $5,439-89.9% |
| Admin fee / account holder | $830 | $8,046-89.7% | $5,943-86.0% | $10,886-92.4% |