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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 | $111,650 | $139,948-20.2% | $121,663-8.2% | $154,746-27.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.22% | 230.52%-218.3pp | 147.54%-135.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,092 | $3,521-69.0% | $3,020-63.8% | $4,379-75.1% |
| Participant deferral / active EE | $1,492 | $5,629-73.5% | $4,887-69.5% | $6,730-77.8% |
| Admin fee / account holder | $504 | $17,321-97.1% | $14,289-96.5% | $14,365-96.5% |