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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 | $20,251 | $156,398-87.1% | $147,318-86.3% | $138,895-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.29% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,058 | $4,853-78.2% | $4,593-77.0% | $4,194-74.8% |
| Participant deferral / active EE | $1,719 | $8,237-79.1% | $7,906-78.3% | $6,396-73.1% |
| Admin fee / account holder | $726 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |