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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 | $51,279 | $167,415-69.4% | $140,514-63.5% | $198,609-74.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.18% | 13.85%+1.3pp | 14.36%+0.8pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,356 | $4,088-66.8% | $3,378-59.9% | $5,055-73.2% |
| Participant deferral / active EE | $2,123 | $5,579-61.9% | $4,919-56.8% | $6,977-69.6% |
| Admin fee / account holder | $347 | $16,730-97.9% | $13,697-97.5% | $19,030-98.2% |