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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 | $87,903 | $157,304-44.1% | $141,197-37.7% | $152,909-42.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.91% | 64.34%-42.4pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,263 | $5,263-76.0% | $4,736-73.3% | $4,764-73.5% |
| Participant deferral / active EE | $1,351 | $7,111-81.0% | $6,710-79.9% | $5,851-76.9% |
| Admin fee / account holder | $591 | $12,126-95.1% | $10,265-94.2% | $11,601-94.9% |