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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 | $185,083 | $153,769+20.4% | $133,975+38.1% | $273,972-32.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 5.81% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,054 | $6,029-49.3% | $5,211-41.4% | $4,869-37.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,721 | $11,765-76.9% | $9,324-70.8% | $10,133-73.1% |