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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 | $111,408 | $136,860-18.6% | $120,344-7.4% | $154,746-28.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.58% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,042 | $3,533-13.9% | $3,020+0.7% | $4,379-30.5% |
| Participant deferral / active EE | $25 | $5,793-99.6% | $5,135-99.5% | $6,730-99.6% |
| Admin fee / account holder | $18,524 | $15,393+20.3% | $12,742+45.4% | $14,365+29.0% |