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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 | $38,299 | $162,136-76.4% | $152,301-74.9% | $154,746-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.03% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,542 | $4,890-68.5% | $4,624-66.7% | $4,379-64.8% |
| Participant deferral / active EE | $2,454 | $8,341-70.6% | $8,004-69.3% | $6,730-63.5% |
| Admin fee / account holder | $369 | $15,759-97.7% | $14,398-97.4% | $14,365-97.4% |