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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 | $81,719 | $155,555-47.5% | $146,866-44.4% | $155,188-47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.32% | 115.41%-100.1pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,013 | $4,647-35.1% | $4,425-31.9% | $4,248-29.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $921 | $14,755-93.8% | $13,620-93.2% | $14,480-93.6% |