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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 | $69,952 | $136,860-48.9% | $120,344-41.9% | $154,746-54.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.64% | 21.38%-1.7pp | 20.30%-0.7pp | 172.34%-152.7pp |
| Employer contribution / active EE | $16,125 | $3,533+356.4% | $3,020+433.9% | $4,379+268.2% |
| Participant deferral / active EE | $1,668 | $5,793-71.2% | $5,135-67.5% | $6,730-75.2% |
| Admin fee / account holder | $615 | $15,393-96.0% | $12,742-95.2% | $14,365-95.7% |