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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 | $118,150 | $140,592-16.0% | $123,105-4.0% | $125,389-5.8% |
| Participation rate | 84.2% | 88.2%-4.0pp | 86.8%-2.6pp | 83.2%+1.0pp |
| Annual return | -1.10% | 16.80%-17.9pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,177 | $6,980-83.1% | $6,229-81.1% | $5,352-78.0% |
| Admin fee / account holder | $12,277 | $11,198+9.6% | $9,014+36.2% | $9,541+28.7% |