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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 | $44,835 | $156,398-71.3% | $147,318-69.6% | $138,895-67.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.23% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,127 | $4,853-76.8% | $4,593-75.5% | $4,194-73.1% |
| Participant deferral / active EE | $2,425 | $8,237-70.6% | $7,906-69.3% | $6,396-62.1% |
| Admin fee / account holder | $435 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |