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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 | $18,757 | $100,970-81.4% | $96,576-80.6% | $137,256-86.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.24% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,753 | $3,809-54.0% | $3,553-50.7% | $4,156-57.8% |
| Participant deferral / active EE | $1,753 | $8,286-78.8% | $7,956-78.0% | $6,407-72.6% |
| Admin fee / account holder | $458 | $11,312-96.0% | $11,381-96.0% | $12,270-96.3% |