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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 | $178,565 | $136,860+30.5% | $120,344+48.4% | $154,746+15.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.39% | 21.38%-10.0pp | 20.30%-8.9pp | 172.34%-160.9pp |
| Employer contribution / active EE | $7,143 | $3,533+102.2% | $3,020+136.5% | $4,379+63.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,228 | $15,393-59.5% | $12,742-51.1% | $14,365-56.6% |