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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 | $163,817 | $136,860+19.7% | $120,344+36.1% | $154,746+5.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.14% | 21.38%-3.2pp | 20.30%-2.2pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,469 | $3,533-58.4% | $3,020-51.4% | $4,379-66.5% |
| Participant deferral / active EE | $1,414 | $5,793-75.6% | $5,135-72.5% | $6,730-79.0% |
| Admin fee / account holder | $10,619 | $15,393-31.0% | $12,742-16.7% | $14,365-26.1% |