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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 | $164,951 | $254,759-35.3% | $216,567-23.8% | $198,609-16.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.75% | 10.04%+2.7pp | 12.94%-0.2pp | 202.70%-190.0pp |
| Employer contribution / active EE | $7,895 | $6,096+29.5% | $5,216+51.4% | $5,055+56.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $23,464 | $26,311-10.8% | $21,981+6.7% | $19,030+23.3% |