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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 | $143,258 | $162,136-11.6% | $152,301-5.9% | $154,746-7.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.26% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,681 | $4,890-45.2% | $4,624-42.0% | $4,379-38.8% |
| Participant deferral / active EE | $1,208 | $8,341-85.5% | $8,004-84.9% | $6,730-82.1% |
| Admin fee / account holder | $23,146 | $15,759+46.9% | $14,398+60.8% | $14,365+61.1% |