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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 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.59% | 115.41%-98.8pp | 102.85%-86.3pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,258 | $4,647-51.4% | $4,425-49.0% | $4,248-46.8% |
| Participant deferral / active EE | $2,260 | $8,044-71.9% | $7,759-70.9% | $6,531-65.4% |
| Admin fee / account holder | $2,346 | $14,755-84.1% | $13,620-82.8% | $14,480-83.8% |