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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 | $47,068 | $185,883-74.7% | $170,043-72.3% | $139,466-66.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.85% | 60.54%-47.7pp | 53.40%-40.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $2,197 | $7,596-71.1% | $6,790-67.6% | $4,754-53.8% |
| Participant deferral / active EE | $1,511 | $11,626-87.0% | $10,410-85.5% | $6,712-77.5% |
| Admin fee / account holder | $12,201 | $15,393-20.7% | $12,824-4.9% | $11,409+6.9% |