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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 | $125,245 | $136,860-8.5% | $120,344+4.1% | $154,746-19.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.15% | 21.38%-7.2pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $6,776 | $3,533+91.8% | $3,020+124.3% | $4,379+54.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,099 | $15,393-92.9% | $12,742-91.4% | $14,365-92.4% |