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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 | $166,370 | $185,312-10.2% | $161,489+3.0% | $154,746+7.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 14.70% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,224 | $6,350-80.7% | $5,630-78.3% | $6,730-81.8% |
| Admin fee / account holder | $309 | $18,654-98.3% | $16,006-98.1% | $14,365-97.8% |