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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 | $138,312-49.4% | $122,979-43.1% | $155,188-54.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.64% | 22.06%-2.4pp | 20.12%-0.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $16,125 | $3,530+356.8% | $3,062+426.6% | $4,248+279.6% |
| Participant deferral / active EE | $1,668 | $5,592-70.2% | $5,003-66.7% | $6,531-74.5% |
| Admin fee / account holder | $615 | $15,089-95.9% | $12,864-95.2% | $14,480-95.8% |