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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 | $201,372-8.9% | $184,260-0.5% | $145,884+25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.04% | 29.04%-10.0pp | 28.84%-9.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $7,221 | $7,024+2.8% | $6,427+12.3% | $4,662+54.9% |
| Participant deferral / active EE | $1,780 | $9,808-81.9% | $9,133-80.5% | $6,690-73.4% |
| Admin fee / account holder | $871 | $16,362-94.7% | $13,898-93.7% | $13,392-93.5% |