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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 | $17,457 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,416 | $4,804-70.5% | $4,554-68.9% | $4,156-65.9% |
| Participant deferral / active EE | $1,074 | $8,216-86.9% | $7,897-86.4% | $6,407-83.2% |
| Admin fee / account holder | $813 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |