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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 | $149,298 | $154,228-3.2% | $145,433+2.7% | $137,256+8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.90% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,331 | $4,804-51.5% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $1,033 | $8,216-87.4% | $7,897-86.9% | $6,407-83.9% |
| Admin fee / account holder | $2,796 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |