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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 | $133,133 | $156,616-15.0% | $133,346-0.2% | $198,609-33.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.90% | 44.25%-32.4pp | 36.85%-25.0pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,154 | $3,368-65.7% | $2,853-59.6% | $5,055-77.2% |
| Participant deferral / active EE | $1,631 | $4,920-66.9% | $4,332-62.4% | $6,977-76.6% |
| Admin fee / account holder | $3,770 | $17,468-78.4% | $14,264-73.6% | $19,030-80.2% |