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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 | $147,437 | $140,592+4.9% | $123,105+19.8% | $125,389+17.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.92% | 16.80%-14.9pp | 13.22%-11.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $6,800 | $6,041+12.6% | $5,151+32.0% | $4,866+39.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,688 | $11,198-67.1% | $9,014-59.1% | $9,541-61.4% |