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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 | $169,162 | $165,361+2.3% | $149,715+13.0% | $158,950+6.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.00% | 348.24%-335.2pp | 276.66%-263.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,000 | $7,182-86.1% | $6,842-85.4% | $5,983-83.3% |
| Admin fee / account holder | $2,087 | $10,808-80.7% | $9,310-77.6% | $11,248-81.4% |