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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 | $97,948 | $223,823-56.2% | $211,142-53.6% | $154,746-36.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.73% | 50.39%-39.7pp | 46.84%-36.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,569 | $6,787-62.1% | $6,442-60.1% | $4,379-41.3% |
| Participant deferral / active EE | $1,710 | $9,750-82.5% | $9,284-81.6% | $6,730-74.6% |
| Admin fee / account holder | $2,211 | $19,707-88.8% | $19,076-88.4% | $14,365-84.6% |