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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 | $140,173 | $110,379+27.0% | $102,412+36.9% | $145,884-3.9% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.6pp |
| Annual return | 9.13% | 24.84%-15.7pp | 24.94%-15.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $9,429 | $4,216+123.6% | $3,870+143.6% | $4,662+102.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,320 | $9,745-86.5% | $8,388-84.3% | $13,392-90.1% |