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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 | $102,609-69.9% | $98,090-68.5% | $138,895-77.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.93% | 36.44%-15.5pp | 37.05%-16.1pp | 145.39%-124.5pp |
| Employer contribution / active EE | $925 | $3,867-76.1% | $3,606-74.4% | $4,194-77.9% |
| Participant deferral / active EE | $1,697 | $8,167-79.2% | $7,845-78.4% | $6,396-73.5% |
| Admin fee / account holder | $3,811 | $11,434-66.7% | $11,815-67.7% | $12,562-69.7% |