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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 | $116,196 | $118,496-1.9% | $98,461+18.0% | $139,466-16.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 18.96%-4.8pp | 21.17%-7.0pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,111 | $3,611-69.2% | $3,049-63.6% | $4,754-76.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $585 | $14,056-95.8% | $8,961-93.5% | $11,409-94.9% |