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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 | $70,497 | $154,228-54.3% | $145,433-51.5% | $137,256-48.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $866 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $866 | $8,216-89.5% | $7,897-89.0% | $6,407-86.5% |
| Admin fee / account holder | $316 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |