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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 | $21,050 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,728 | $4,804-64.0% | $4,554-62.1% | $4,156-58.4% |
| Participant deferral / active EE | $1,895 | $8,216-76.9% | $7,897-76.0% | $6,407-70.4% |
| Admin fee / account holder | $507 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |