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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 | $33,636 | $124,425-73.0% | $112,040-70.0% | $137,256-75.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.04% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $924 | $3,411-72.9% | $2,954-68.7% | $4,156-77.8% |
| Participant deferral / active EE | $1,386 | $5,718-75.8% | $5,098-72.8% | $6,407-78.4% |
| Admin fee / account holder | $1,226 | $15,207-91.9% | $12,098-89.9% | $12,270-90.0% |