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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 | $61,703 | $197,625-68.8% | $177,840-65.3% | $158,966-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.41% | 58.76%-43.4pp | 48.32%-32.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,616 | $6,698-75.9% | $5,919-72.7% | $4,762-66.1% |
| Participant deferral / active EE | $1,774 | $8,405-78.9% | $7,714-77.0% | $5,983-70.3% |
| Admin fee / account holder | $355 | $15,405-97.7% | $12,431-97.1% | $11,250-96.8% |