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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 | $30,876 | $100,970-69.4% | $96,576-68.0% | $137,256-77.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.93% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $925 | $3,809-75.7% | $3,553-74.0% | $4,156-77.7% |
| Participant deferral / active EE | $1,697 | $8,286-79.5% | $7,956-78.7% | $6,407-73.5% |
| Admin fee / account holder | $3,811 | $11,312-66.3% | $11,381-66.5% | $12,270-68.9% |