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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 | $98,271 | $98,776-0.5% | $149,745-34.4% | $79,856+23.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.26% | 27.38%-2.1pp | 276.72%-251.5pp | 31.71%-6.4pp |
| Employer contribution / active EE | $9,530 | $3,217+196.2% | $4,646+105.1% | $2,471+285.6% |
| Participant deferral / active EE | $1,209 | $5,681-78.7% | $6,843-82.3% | $3,741-67.7% |
| Admin fee / account holder | $763 | $6,053-87.4% | $9,312-91.8% | $5,306-85.6% |