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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 | $121,070 | $123,155-1.7% | $108,753+11.3% | $155,188-22.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 14.00% | 44.73%-30.7pp | 37.47%-23.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $5,380 | $2,811+91.4% | $2,427+121.7% | $4,248+26.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,548 | $12,126-70.7% | $10,320-65.6% | $14,480-75.5% |