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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 | $33,483 | $185,312-81.9% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.15% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,618 | $4,769-66.1% | $4,268-62.1% | $4,379-63.1% |
| Participant deferral / active EE | $1,618 | $6,350-74.5% | $5,630-71.3% | $6,730-76.0% |
| Admin fee / account holder | $4,632 | $18,654-75.2% | $16,006-71.1% | $14,365-67.8% |