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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 | $46,348 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.72% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,748 | $4,804-63.6% | $4,554-61.6% | $4,156-57.9% |
| Participant deferral / active EE | $2,331 | $8,216-71.6% | $7,897-70.5% | $6,407-63.6% |
| Admin fee / account holder | $689 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |