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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 | $94,696 | $162,136-41.6% | $152,301-37.8% | $154,746-38.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.87% | 91.02%-75.2pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,668 | $4,890-65.9% | $4,624-63.9% | $4,379-61.9% |
| Participant deferral / active EE | $2,400 | $8,341-71.2% | $8,004-70.0% | $6,730-64.3% |
| Admin fee / account holder | $843 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |