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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 | $129,082 | $153,769-16.1% | $133,975-3.7% | $273,972-52.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.33% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $26,500 | $6,029+339.6% | $5,211+408.5% | $4,869+444.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $927 | $11,765-92.1% | $9,324-90.1% | $10,133-90.9% |