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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 | $64,307 | $157,296-59.1% | $141,191-54.5% | $152,897-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.01% | 64.34%-47.3pp | 71.41%-54.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,129 | $5,262-78.6% | $4,736-76.2% | $4,764-76.3% |
| Participant deferral / active EE | $1,059 | $7,111-85.1% | $6,710-84.2% | $5,851-81.9% |
| Admin fee / account holder | $517 | $12,125-95.7% | $10,264-95.0% | $11,599-95.5% |