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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 | $26,681 | $156,398-82.9% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,258 | $4,853-53.5% | $4,593-50.8% | $4,194-46.2% |
| Participant deferral / active EE | $2,260 | $8,237-72.6% | $7,906-71.4% | $6,396-64.7% |
| Admin fee / account holder | $2,346 | $14,976-84.3% | $13,708-82.9% | $12,562-81.3% |