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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 | $25,762 | $138,312-81.4% | $122,979-79.1% | $155,188-83.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.65% | 22.06%-6.4pp | 20.12%-4.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $901 | $3,530-74.5% | $3,062-70.6% | $4,248-78.8% |
| Participant deferral / active EE | $1,891 | $5,592-66.2% | $5,003-62.2% | $6,531-71.0% |
| Admin fee / account holder | $1,229 | $15,089-91.9% | $12,864-90.4% | $14,480-91.5% |