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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 | $30,613 | $185,312-83.5% | $161,489-81.0% | $154,746-80.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.18% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,559 | $4,769-67.3% | $4,268-63.5% | $4,379-64.4% |
| Participant deferral / active EE | $1,018 | $6,350-84.0% | $5,630-81.9% | $6,730-84.9% |
| Admin fee / account holder | $464 | $18,654-97.5% | $16,006-97.1% | $14,365-96.8% |