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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 | $107,173 | $148,629-27.9% | $135,982-21.2% | $139,487-23.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.34% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,157 | $5,247-77.9% | $4,859-76.2% | $4,755-75.7% |
| Participant deferral / active EE | $1,815 | $8,102-77.6% | $7,760-76.6% | $6,713-73.0% |
| Admin fee / account holder | $510 | $12,406-95.9% | $10,767-95.3% | $11,407-95.5% |