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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 | $181,632 | $153,769+18.1% | $133,975+35.6% | $273,972-33.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.07% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,086 | $6,029+100.5% | $5,211+131.9% | $4,869+148.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $996 | $11,765-91.5% | $9,324-89.3% | $10,133-90.2% |