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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 | $26,692 | $154,228-82.7% | $145,433-81.6% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,615 | $4,804-66.4% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $1,600 | $8,216-80.5% | $7,897-79.7% | $6,407-75.0% |
| Admin fee / account holder | $580 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |