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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 | $64,774 | $156,398-58.6% | $147,318-56.0% | $138,895-53.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.60% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,096 | $4,853-56.8% | $4,593-54.4% | $4,194-50.0% |
| Participant deferral / active EE | $575 | $8,237-93.0% | $7,906-92.7% | $6,396-91.0% |
| Admin fee / account holder | $543 | $14,976-96.4% | $13,708-96.0% | $12,562-95.7% |