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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 | $113,180 | $154,228-26.6% | $145,433-22.2% | $137,256-17.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,452 | $4,804-69.8% | $4,554-68.1% | $4,156-65.1% |
| Participant deferral / active EE | $1,645 | $8,216-80.0% | $7,897-79.2% | $6,407-74.3% |
| Admin fee / account holder | $5,372 | $14,344-62.5% | $13,129-59.1% | $12,270-56.2% |