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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 | $76,719 | $154,228-50.3% | $145,433-47.2% | $137,256-44.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,070 | $4,804-77.7% | $4,554-76.5% | $4,156-74.3% |
| Participant deferral / active EE | $2,292 | $8,216-72.1% | $7,897-71.0% | $6,407-64.2% |
| Admin fee / account holder | $6,917 | $14,344-51.8% | $13,129-47.3% | $12,270-43.6% |