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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 | $106,686 | $106,267+0.4% | $96,520+10.5% | $139,456-23.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.45% | 38.45%-21.0pp | 35.72%-18.3pp | 373.45%-356.0pp |
| Employer contribution / active EE | $2,457 | $4,105-40.1% | $3,739-34.3% | $4,753-48.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $585 | $7,882-92.6% | $6,733-91.3% | $11,407-94.9% |