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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 | $47,409 | $185,312-74.4% | $161,489-70.6% | $154,746-69.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 10.83% | 103.84%-93.0pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,039 | $4,769-78.2% | $4,268-75.7% | $4,379-76.3% |
| Participant deferral / active EE | $1,591 | $6,350-74.9% | $5,630-71.7% | $6,730-76.4% |
| Admin fee / account holder | $1,071 | $18,654-94.3% | $16,006-93.3% | $14,365-92.5% |