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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 | $104,558 | $124,330-15.9% | $109,173-4.2% | $167,536-37.6% |
| Participation rate | 73.9% | 79.5%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 10.83% | 26.04%-15.2pp | 25.75%-14.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $6,660 | $4,209+58.2% | $3,723+78.9% | $4,839+37.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,976 | $7,974+75.3% | $6,755+106.9% | $12,315+13.5% |