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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 | $184,137 | $223,823-17.7% | $211,142-12.8% | $154,746+19.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.48% | 50.39%-30.9pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $37,287 | $6,787+449.4% | $6,442+478.8% | $4,379+751.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,682 | $19,707-91.5% | $19,076-91.2% | $14,365-88.3% |