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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 | $88,620 | $201,344-56.0% | $184,243-51.9% | $145,877-39.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.15% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,743 | $7,022-75.2% | $6,427-72.9% | $4,663-62.6% |
| Participant deferral / active EE | $2,590 | $9,807-73.6% | $9,132-71.6% | $6,691-61.3% |
| Admin fee / account holder | $631 | $16,382-96.1% | $13,914-95.5% | $13,402-95.3% |