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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 | $161,285 | $155,555+3.7% | $146,866+9.8% | $155,188+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.07% | 115.41%-102.3pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,936 | $4,647-36.8% | $4,425-33.6% | $4,248-30.9% |
| Participant deferral / active EE | $974 | $8,044-87.9% | $7,759-87.4% | $6,531-85.1% |
| Admin fee / account holder | $9,542 | $14,755-35.3% | $13,620-29.9% | $14,480-34.1% |