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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 | $47,224 | $157,296-70.0% | $141,191-66.6% | $152,897-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.50% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,635 | $5,262-68.9% | $4,736-65.5% | $4,764-65.7% |
| Participant deferral / active EE | $2,082 | $7,111-70.7% | $6,710-69.0% | $5,851-64.4% |
| Admin fee / account holder | $347 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |