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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 | $16,066 | $85,002-81.1% | $76,278-78.9% | $145,978-89.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 13.11%+5.1pp | 13.77%+4.4pp | 550.52%-532.3pp |
| Employer contribution / active EE | $7,375 | $5,261+40.2% | $4,584+60.9% | $4,662+58.2% |
| Participant deferral / active EE | $1,481 | $6,390-76.8% | $5,478-73.0% | $6,690-77.9% |
| Admin fee / account holder | $584 | $5,760-89.9% | $5,131-88.6% | $13,400-95.6% |