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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 | $183,423 | $201,344-8.9% | $184,243-0.4% | $145,877+25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.04% | 29.01%-10.0pp | 28.82%-9.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $7,221 | $7,022+2.8% | $6,427+12.4% | $4,663+54.9% |
| Participant deferral / active EE | $1,780 | $9,807-81.8% | $9,132-80.5% | $6,691-73.4% |
| Admin fee / account holder | $871 | $16,382-94.7% | $13,914-93.7% | $13,402-93.5% |