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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 | $29,291 | $209,336-86.0% | $197,124-85.1% | $137,256-78.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.53% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,345 | $6,591-64.4% | $6,227-62.3% | $4,156-43.6% |
| Participant deferral / active EE | $2,408 | $9,614-75.0% | $9,135-73.6% | $6,407-62.4% |
| Admin fee / account holder | $664 | $17,308-96.2% | $16,298-95.9% | $12,270-94.6% |