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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 | $47,198 | $148,629-68.2% | $135,982-65.3% | $139,487-66.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.15% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $6,794 | $5,247+29.5% | $4,859+39.8% | $4,755+42.9% |
| Participant deferral / active EE | $2,279 | $8,102-71.9% | $7,760-70.6% | $6,713-66.1% |
| Admin fee / account holder | $499 | $12,406-96.0% | $10,767-95.4% | $11,407-95.6% |