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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 | $123,060 | $138,312-11.0% | $122,979+0.1% | $155,188-20.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.13% | 22.06%-13.9pp | 20.12%-12.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $5,556 | $3,530+57.4% | $3,062+81.4% | $4,248+30.8% |
| Participant deferral / active EE | $670 | $5,592-88.0% | $5,003-86.6% | $6,531-89.7% |
| Admin fee / account holder | $692 | $15,089-95.4% | $12,864-94.6% | $14,480-95.2% |