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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 | $195,546 | $201,344-2.9% | $184,243+6.1% | $145,877+34.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.89% | 29.01%-18.1pp | 28.82%-17.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $41,552 | $7,022+491.7% | $6,427+546.5% | $4,663+791.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,851 | $16,382-88.7% | $13,914-86.7% | $13,402-86.2% |